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....
• We see MCFE trading at ~ 50% to intrinsic value. It’s true value is being masked by a complicated history. More investors will recognize the value potential when it becomes a consumer-only cybersecurity business. • A comparative analysis with Norton LifeLock (NLOK) unveils MCFE’s hidden value. As MCFE snatches more market share from NLOK, it will also grab more investor interest.
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