A director at The Swatch Group AG bought 380,889 shares at 25.464CHF and the significance rating of the trade was 100/100. 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...
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....
Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to a...
THE SWATCH GROUP - NEUTRAL | CHF340 vs. CHF390 (+12%) Even worth than expected, with a very poor H2 FY 2018 sales grew 5.7% (-1% in H2 vs +12.6% in H1) EBIT margin decline in H2 (-240bp) We cut our earnings estimates (2018-2020) by 12% We remain Neutral with a new CHF340 FV vs CHF390
The Swatch Group: (NEUTRAL, Fair Value CHF450 vs. CHF435 (-4%)) A strong H1 expected The Swatch Group should report its H1 results end of July and we guess that they will be very strong with sales up 11% at same FX and EBIT margin up 430bp to 14.3%. Neutral recommendation confirmed. New FV at CHF450 vs CHF435.
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