reports
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Oscar Lindquist
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
A1T7SE AB SAGAX CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER AB
CIBUS CIBUS NORDIC REAL ESTATE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
EAST-SE EASTNINE
PUBLI PUBLIC PROPERTY INVEST
INTEA.B-SE INTEA FASTIGHETER
LOGI A ODD MOLLY INTERNATIONAL AB
Gulf Hotels Group Bsc: 1 director
A director at Gulf Hotels Group Bsc bought 65,500 shares at 0.450BHD 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 ...
Barwa Real Estate Co: 1 director
A director at Barwa Real Estate Co bought 100,000 shares at 0.000QAR 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 directors over the last two years ...
- Jerôme Bodin
- Wim Gille
- Klaus Breitenbach
Engenco Limited: 1 director
A director at Engenco Limited bought 15,584,811 shares at 0.310AUD 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 last two years cl...
Manila Electric Company: 1 director
A director at Manila Electric Company bought 5,000 shares at 547.500PHP and the significance rating of the trade was 69/100. 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 yea...
Moody's Ratings assigns Baa3 rating to Bright Food International's pro...
Moody's Ratings (Moody's) has assigned a Baa3 senior unsecured rating to the proposed EUR notes to be issued by Bright Food Singapore Holdings Pte. Ltd., which will be irrevocably and unconditionally guaranteed by Bright Food International Ltd. (BFI, Baa3 negative). In addition, the proposed notes...
- Thijs Berkelder
- Chong Lee Len
Utilities: Automatic monthly tariff setting and new power plant award ...
The electricity tariff is set to be decoupled from the government’s purview, with prices to be set on a monthly basis instead of twice a year. While this is neutral to Tenaga’s earnings, it is positive on a cash flow basis. In the longer run, this will pave the way for a higher dividend payout. We upgraded Tenaga to BUY with a higher DCF-based target price of RM16.30. Upgrade the sector to OVERWEIGHT as we seek defensive bets amid market volatility. Top picks: Tenaga, Malakoff and Pekat.
- Anas Fitri Bin Ahmad
Automobile: MAA TIV May 25: Sales rebound mom in May 25, but lag yoy. ...
MAA’s May 2025 TIV rose mom, driven by higher deliveries and more working days, but lagged yoy. Non-national brands remained weak, with Japanese players under pressure from strong Chinese competition. We officially downgrade the sector to UNDERWEIGHT with limited catalysts and continued strong competition to existing players. Our top pick remains Pecca.
- Colin Lee
- Ejann Hiew
- Johnny Yum Chung Man
Sunny Optical (2382 HK): Takeaways from 2025 Investor Day. Maintain BU...
XR and robotic vision were the focal points of discussion during the investor day meeting, as both the company and investors expect enormous opportunities in the long run, although growth may take a few more years to pick up. The vehicle business, on the other hand, may start driving immediate growth thanks to the ongoing ADAS proliferation trend. Smartphones shipment remains sluggish, but growth is intact on the back of specs upgrades. Maintain BUY and keep target price at HK$100.00.
- Kenny Yong Hui Lim
Greater China Insurance: Weighing the risks and returns.
China regulators have introduced several measures, allowing insurers to further raise their equity investment allocations. We estimate that insurers could reallocate Rmb900b to equities, supported by these regulatory tailwinds. However, insurers are likely to remain cautious due to earnings volatility and solvency headwinds from a declining long-term yield. Maintain MARKET WEIGHT. Top picks: Prudential and PICC P&C.
- Malaysia Research Team
Malaysia Daily: Monday, June 23, 2025
Sector Update Automobile - Malaysia MAA TIV May 25: Sales rebound mom in May 25, but lag yoy. Downgrade the sector to UNDERWEIGHT. Utilities - Malaysia Automatic monthly tariff setting and new power plant award are catalysts for the sector. Upgrade to OVERWEIGHT. Top picks: Tenaga, Malakoff and Pekat. UOBKH Highlights Strategy - Malaysia Geopolitical risks and implications for Malaysia’s equity strategy. TRADERS’ CORNER Fraser & Neave Holdings (F&N MK): Technical BUY Gas Malaysia Berhad (...
- Colin Lee
- Ejann Hiew
- Greater China Research Team
- Johnny Yum Chung Man
- Kenny Yong Hui Lim
Greater China Daily: Monday, June 23, 2025
KEY HIGHLIGHTS Sector Insurance China regulators have introduced several measures, allowing insurers to further raise their equity investment allocations. We estimate that insurers could reallocate Rmb900b to equities, supported by these regulatory tailwinds. However, insurers are likely to remain cautious due to earnings volatility and solvency headwinds from a declining long-term yield. Maintain MARKET WEIGHT. Top picks: Prudential and PICC P&C. Update Sunny Optical (2382 HK/BUY/HK$65.15/T...
- Hung Nguyen
VNM - Looking to the "new GT shirt" to help regain market share
Q1-FY25: Heavily impacted by GT channel restructuring (traditional channel via wet markets, small grocers, and local distributors) • VNM’s Q1-2025 earnings were below our expectations, with net sales at VND 12,935 bn (-8.3% YoY) and NPAT-MI at VND 1,569 bn (-28.5% YoY). The shortfall was driven by a sharp drop in domestic sales caused bythe short-term impact of GT channel restructuring, and margin compression. Whole milk powder prices surged to a two-year high while sales discount expenses rema...
- Heidi Mo Jinghui
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