Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

Altran Enhances Its ENSCONCE Edge Computing Platform

Altran Enhances Its ENSCONCE Edge Computing Platform Press Release25 August 2020  Altran Enhances Its ENSCONCE Edge Computing Platform Platform integrates Intel technology and toolkits including OpenNESS to improve onboarding and management functions and accelerate ecosystem innovations PARIS – August 25, 2020 – , the global leader in engineering and R&D services and part of the Capgemini Group, announced today that it is delivering enhancements to its ENSCONCE edge computing platform. The platform now integrates Open Network Edge Services Software (OpenNESS), an open-source toolkit devel...

Altran renforce sa plateforme edge computing ENSCONCE

Altran renforce sa plateforme edge computing ENSCONCE Communiqué de presse25 août 2020  Altran renforce sa plateforme edge computing ENSCONCE La plateforme inclut la technologie et les boîtes à outils d’Intel, y compris OpenNESS, pour améliorer les fonctions d'intégration et de gestion, et accélérer les innovations PARIS – 25 août 2020 – , leader mondial des services d’ingénierie et de R&D, société du groupe Capgemini, a annoncé aujourd’hui apporter des améliorations à sa plateforme Edge Computing, ENSCONCE. La plateforme intègre désormais le logiciel Open Network Edge Services Software ...

Negative signals for the US housing sector

Macro indicators for the construction sector, and the housing market in particular, have been poor recently. Homebuilders confidence has plummeted, housing sales and starts are stagnating at low levels. A sector so central to the economy appears to be frozen. President Trump has an idea for boosting the sector, and this would involve cutting Fed rates by 200-300bp in one fell swoop, in the hope of making the cost of mortgage borrowing bearable. His anti-Powell fury no doubt has something to do with this housing slump. It goes without saying that the Fed is not prepared to move that fast or th...

Oddo’s 2 Weeks Ahead_Friday 27 June 2025

Signaux négatifs pour le secteur immobilier US

Dernièrement, les indicateurs macro relatifs au secteur de la construction, en particulier le marché du logement, ont été mauvais. La confiance des promoteurs a chuté, les ventes et la production de logements stagnent à un bas niveau. Un secteur si central pour l’économie paraît gelé. Le président Trump a une idée pour lui redonner du tonus, ce serait de baisser les taux de la Fed de 200-300pdb d’un coup, dans l’espoir de rendre supportable le coût des emprunts immobiliers. Sa fureur anti-Powell a sans doute à voir avec ce marasme. La Fed n’est pas disposée à bouger si vite ni si fort il va sa...