reports
OVH Groupe: 1 director
A director at OVH Groupe sold 458,000 shares at 6.550EUR 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 years clearly show...
Haulotte Group: 1 director
A director at Haulotte Group bought 200,000 shares at 2.095EUR and the significance rating of the trade was 92/100. 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 clearl...
Lagardere S.A.: 1 director
A director at Lagardere S.A. bought 3,350 shares at 20.170EUR and the significance rating of the trade was 57/100. 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...
Kering Sa: 2 directors
Two Directors at Kering Sa bought 135,294 shares at between 327.936EUR and 337.639EUR. 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 l...
Salesforce Inc: 2 directors
Two Directors at Salesforce Inc sold/sold after exercising options/gave away 20,200 shares at between 0.000USD and 270.927USD. 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 b...
Autonation Inc: 1 director
A director at Autonation Inc sold 10,000 shares at 168.000USD and the significance rating of the trade was 72/100. 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...
Factset Research Systems Inc: 2 directors
A director at Factset Research Systems Inc sold after exercising options 3,000 shares at 415.260USD and the significance rating of the trade was 56/100. 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 dir...
Laboratory Corp Of America Holdings: 1 director
A director at Laboratory Corp Of America Holdings sold 2,439 shares at 204.329USD 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 la...
Southern Copper Corp: 1 director
A director at Southern Copper Corp sold/sold after exercising options 3,600 shares at 118.300USD and the significance rating of the trade was 71/100. 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 direct...
MSCI Inc: 1 director
A director at MSCI Inc sold 9,000 shares at 471.689USD and the significance rating of the trade was 80/100. 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 showin...
United Development Co: 1 director
A director at United Development Co bought 476,000 shares at 0.000QAR and the significance rating of the trade was 64/100. 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...
Goldman Sachs Group Inc: 1 director
A director at Goldman Sachs Group Inc sold 5,000 shares at 432.247USD 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 years...
Atlassian Corp: 2 directors
Two Directors at Atlassian Corp sold 16,482 shares at 173.025USD. 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 years clearly...
- Bella Lu Yifei
- Carol Dou Xiao Qin
- Ceilica Su Rui
- Greater China Research Team
- Jo Yee Ng
- Johnny Yum Chung Man
- Ken Lee
- Kenny Yong Hui Lim
- Roy Chen Chengzhi
- Shirley Wang Xueyi
- Stella Guo Yuting
- Sunny Chen
- Tham Mun Hon
- Ziv Ang Sze Champ
Greater China Daily: Thursday, May 2, 2024
KEY HIGHLIGHTS Economics PMI Manufacturing PMI came in better than expected at 50.4% (-0.4ppt) and stayed in the expansionary zone for the second month. It was mainly supported by production and new orders as employment remained a drag, dropping 0.1ppt to 48.0%. Non-manufacturing hit a three-month low of 51.2%, dragged by moderation in new orders and business expectations. We expect policy support to continue and the July Politburo may see new measures being rolled out. Sector Aviation T...
PRU PRUDENTIAL PLC
600132 CHONGQING BREWERY CO.LTD CLASS A
02328 PICC PROPERTY & CASUALTY CO. LTD. CLASS H
600887 INNER MONGOLIA YILI INDUSTRIAL GROUP CO. LTD. CLASS A
002352 S.F. HOLDING CO. LTD. CLASS A
002460 GANFENG LITHIUM CO. LTD. CLASS A
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
601012 LONGI GREEN ENERGY TECHNOLOGY CO LTD CLASS A
600019 BAOSHAN IRON & STEEL CO. LTD. CLASS A
YUMC YUM CHINA HOLDINGS INC.
2338 WEICHAI POWER CO. LTD. CLASS H
COSCO SHIPPING HOLDINGS CO. LTD. CLASS H
1772 GANFENG LITHIUM CO. LTD. CLASS H
603259 WUXI APPTEC CO. LTD. CLASS A
WUXI APPTEC CO. LTD. CLASS H
- Paula Ruth
XL Axiata (EXCL IJ) - 1Q24: Net Profit Skyrockets (+168% yoy) With Bet...
EXCL recorded net profit of Rp539b in 1Q24 (above our and consensus expectations). Maintain BUY and raise target price to Rp2,900 on several factors: a) a gradual increase in ARPU to an all-time level of Rp44,000; b) solid EBITDA growth (24% yoy) with margin expansion; c) an 8% qoq rise in 1Q24 EBITDA, stronger than its peers (Telkomsel and Indosat); and d) good balance sheet quality (1Q24 net debt/EBITDA: 0.6).
- Jacquelyn Yow Hui Li
- Leow Huey Chuen
Triputra Agro Persada (TAPG IJ) - 1Q24: Results Within Expectations
TAPG's 1Q24 earnings met our expectations, amounting to 13% of our full-year earnings forecast. The lower qoq earnings in 1Q24 were due to lower production despite the higher CPO price. TAPG achieved a better FFB yield than its peers and maintained its record high OER in 1Q24 despite weather challenges. We expect 2Q24 earnings to increase qoq and yoy, driven by a yield recovery and improved CPO pricing. Maintain BUY. Target price: Rp700.
- Jacquelyn Yow Hui Li
- Leow Huey Chuen
PP London Sumatra (LSIP IJ) - 1Q24: Within Our Expectations
LSIP’s 1Q24 core net profit came in within our expectations. We remain conservative on LSIP’s FFB production growth given its older age profile with such weather volatility and hence we only factor in flat yoy FFB production growth. We expect 2Q24 results to improve qoq and yoy, with higher sales volume and CPO pricing, but this may be lower than peers given the lower-than-peers FFB production growth. Maintain HOLD with target price of Rp930.
- Malaysia Research Team
Malaysia Daily - Thursday, May 2, 2024
KEY HIG HLIGH TS Sector Update Banking – Malaysia Page 2 Mar 24 loans growth ticks up to 6.0% from 5.8% in Feb 24. However, the absence of strong earnings catalysts has prompted us to maintain MARKET WEIGHT. Company Results Bursa Malaysia (BURSA MK/BUY/RM7.46/Target: RM8.05) Page 4 1Q24: Earnings were above estimates, driven by stronger-than-expected ADV. Expect a favourable re-rating, driven by both valuation re-rating and ADV recovery. Maintain BUY. Company Update OM Holdings (OMH MK/HOLD/RM1....
- Stevanus Juanda
Cisarua Mountain Dairy (CMRY IJ) - 1Q24: NPAT Up 30% yoy – Ahead Of Co...
CMRY reported 1Q24 NPAT of Rp386.3b, rising 30% yoy and 40.4% qoq. A key factor of the strong results was a 481bp gross margin expansion as skim milk powder prices declined. The reported 1Q24 NPAT is in line with our expectation but above that of the street’s. We expect 2024 NPAT to rise 24.1% yoy, driven by the introduction of new products, general trade channel fulfilment, and expansion of sales force and sales points outlets. Maintain BUY with a target price of Rp5,500.
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