reports
Timken Co: 3 directors
Two Directors at Timken Co gave away/sold 11,387 shares at between 0.000USD and 89.760USD. The significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...
Exponent Inc: 2 directors
A director at Exponent Inc sold 1,971 shares at 94.996USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
Serco Group: 1 director
A director at Serco Group sold 380,000 shares at 180p and the significance rating of the trade was 77/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing...
Bancorp Inc: 4 directors
A director at Bancorp Inc bought 1,000 shares at 32.530USD and the significance rating of the trade was 36/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
Raffles Medical Group Ltd: 1 director
A director at Raffles Medical Group Ltd bought 1,500,000 shares at 1.000SGD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
Scandi Standard AB: 2 directors
Two Directors at Scandi Standard AB bought 152,534 shares at between 72.100SEK and 72.560SEK. The significance rating of the trade was 89/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ove...
Freightos Ltd: 1 director
A director at Freightos Ltd sold 59,590 shares at 2.750USD and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
Haulotte Group: 1 director
A director at Haulotte Group bought 8,728 shares at 2.151EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Nordnet AB (publ): 1 director
A director at Nordnet AB (publ) sold 175,000 shares at 197.000SEK and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...
First Citizens Bancshares Inc Nrth: 1 director
A director at First Citizens Bancshares Inc Nrth sold 516 shares at 1,750.000USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the las...
Amended & Restated Technical Report to Support Kharmagtai Preliminary ...
Amended & Restated Technical Report to Support Kharmagtai Preliminary Economic Assessment TORONTO, May 07, 2024 (GLOBE NEWSWIRE) -- Xanadu Mines Ltd (ASX: XAM, TSX: XAM) (Xanadu, XAM or the Company) announces that the Company has filed an amended and restated independent National Instrument 43-101 technical report titled National Instrument 43-101 Amended and Restated Preliminary Economic Assessment Technical Report, Kharmagtai Copper-Gold Project, South Gobi, Mongolia (PEA), effective 4 April 2022. As a result of a review by staff of the Ontario Securities Commission, we are issuing t...
- Dan Salmon
Match Group (MTCH, Buy, $55 target) Tinder Trough Deepens as Buybacks ...
What’s New: In this first take following tonight’s results, we touch on: 1. 1Q24 roughly in-line, but 2Q24 and 2024 guidance lower 2. Tinder trough deepens, but still on track for 3Q24 sequential payer growth 3. Hinge growth in line with guidance: RPP better than expected, payers a little light 4. Adjusted OI margins solid, but higher GAAP items called out 5. Share buyback target moved to 75% of FCF from prior 50% target
- Benjaphol Suthwanish
- Tanaporn Visaruthaphong
PTT (PTT TB) - 1Q24 Results Preview: Net Profit Expected To Drop 15% q...
We expect PTT to report a 1Q24 net profit of Bt27.9b, down 15% qoq and flat yoy. However, core profit is expected to grow both qoq and yoy, driven by profits from the gas business and enhanced profits from subsidiaries and affiliates. Despite negative factors stemming from the ERC's announcement of a new LNG tariff and supply margin rate adjustment, along with the restoration of the second shortfall, we have maintained our core profit forecast for 2024. Maintain BUY. Target price: Bt39.00
- Jo Yee Ng
- Shirley Wang Xueyi
- Stella Guo Yuting
Shenzhou International Group Holdings (2313 HK): Optimistic on order g...
We are optimistic on Shenzhou’s order growth in 2024, which will be mainly driven by Adidas and PUMA as destocking activities are coming to an end, although orders from Nike will see only modest growth. Shenzhou’s gross margin will improve sequentially to a normalised level by end-24, in our view, driven by higher capacity utilisation and product optimisation. Maintain BUY and raise target price by 6% to HK$99.60.
- Benjaphol Suthwanish
Airports of Thailand (AOT TB) - On A Path To Recovery After The High S...
We expect AOT’s 2QFY24 earnings to continue to rise yoy and qoq, mainly contributed by an increase in air traffic with the 12% qoq growth in international passenger numbers. 2QFY24 earnings are expected to come in at Bt6.1b, with 2024 earnings based on our assumption of 119m passengers vs AOT’s target of 120m. With visible positive catalysts, we believe AOT will gradually recover along with Thailand’s tourism. Maintain BUY. Target price: Bt75.00.
- Tanaporn Visaruthaphong
Muangthai Capital (MTC TB) - 1Q24: Earnings In Line; Peaking Of Credit...
MTC reported a 1Q24 net profit of Bt1,389m (+30% yoy, +3% qoq). The results were in line with consensus estimates. The company’s credit costs continue to decrease yoy and qoq, with credit cost and NPL ratio peaking in 3Q23. We are optimistic about MTC’s asset quality outlook. Upgrade to BUY with a higher target price of Bt54.00.
- Damon Shen
- Jieqi Liu
Hong Kong Property: Expect normalised primary transactions and continu...
Major indicators of the Hong Kong property sector weakened, with: a) primary transaction volume falling to around 1,800 units in April, and b) retail sales declining 7% yoy in March. For May-Jun 24, we expect: a) primary sales to normalise to 1,200- 1,700 units, and b) -3% to 0% yoy growth in retail sales. Interest rate and tourism related policies are the key factors to watch. We maintain MARKET WEIGHT on the sector. The pecking order remains unchanged: retail>residential>office. Top picks: SHK...
- Tanaporn Visaruthaphong
Ngern Tid Lor (TIDLOR TB) - 1Q24: Results Beat Forecasts; An Improveme...
TIDLOR reported 1Q24 net profit of Bt1.1b (+16% yoy, +23% qoq). The results were above consensus forecasts by 6%. Credit costs showed a qoq improvement due to lower provision expenses. Meanwhile, NPL ratio increased slightly qoq. However, the loan loss coverage ratio remains high at 264% to cushion against future uncertainties. We expect Tidlor Holding to boost the company's performance and support its growth. Maintain BUY. Target price: Bt30.00.
- Carol Dou Xiao Qin
- Sunny Chen
China Healthcare: From surviving to thriving.
Going through a prolonged funding winter, China’s biopharma market is still growing at a CAGR of 6.9% in 2019-24, outpaced the global industry. Leading players have continuously enhanced their R&D capabilities with increasing new product launches. Innovation is driving growth and supporting the industry’s rosy outlook. The number of innovative drugs launched in China rocketed from 1 in 2017 to 34 in 2023. Our top picks are Innovent and Hansoh Pharma. Maintain MARKET WEIGHT on the sector.
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