reports
- Bella Lu Yifei
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Ceilica Su Rui
- Damon Shen
- Jieqi Liu
- Johnny Yum Chung Man
- Jonathan Koh
- Jun Sian Tan
- Ken Lee
- Limartha Adhiputra
- Nurul Nazira Binti Abdullah
- Paula Ruth
- Roy Chen Chengzhi
- Sunny Chen
- Ziv Ang Sze Champ
Regional Morning Meeting Notes: Tuesday, April 02, 2024
GREATER CHINA Sector Aviation Airlines: Expecting a turnaround in profitability in 2024 with moderate international travel recovery. Maintain MARKET WEIGHT. Results China Longyuan Power (916 HK/BUY/HK$5.48/Target: HK$6.50) 2023: Below expectations; slower-than-expected pace of capacity expansion. China Overseas Land & Investment (688 HK/BUY/HK$11.26/Target: HK$19.42) 2023: Results beat expectations; watching for stabilisation of profitability in 2024. China Resources Gas (1193 HK/BUY/HK$24.9...
LGX1 CHINA RESOURCES GAS GROUP LIMITED
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
ERW ERAWAN GROUP
6WX CHINA LONGYUAN POWER GROUP CORP. LTD. CLASS H
01177 SINO BIOPHARMACEUTICAL LIMITED
SSIA SURYA SEMESTA INTERNUSA
ERAA ERAJAYA SWASEMBADA
01810 XIAOMI CORP. CLASS B
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
KREIT KEPPEL REIT
SPSB SP SETIA BHD
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
SUNCON SUNWAY CONSTRUCTION SDN BHD
Z29 029 GROUP SE
Abrdn Diversified Income And Growth: 1 director
A director at Abrdn Diversified Income And Growth bought 20,215 shares at 78p and the significance rating of the trade was 52/100. 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 t...
- James Carthew
Economic and Political Monthly Roundup January 2023
A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
STS SECURITIES TRUST OF SCOTLAND PLC
SIGT SENECA GLOBAL INCOME & GROWTH TRUST
ABD ABERDEEN NEW DAWN INVESTMENT TRUST PLC
SDP SCHRODER ASIA PACIFIC FUND PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
JII JPMORGAN INDIAN INV TRUST
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
JFJ JPMORGAN JAPANESE INV. TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SHRS SHIRES INCOME PLC
BEMO BARING EMERGING EUROPE PLC
EGL ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST
CSH CIVITAS SOCIAL HOUSING PLC
GSF GORE STREET ENERGY STORAGE FUND
EBOX TRITAX EUROBOX GBP
MLI INDUSTRIALS REIT LTD
SONG HIPGNOSIS SONGS FUND LTD
- James Carthew
Economic and Political Monthly Roundup January 2023
A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
STS SECURITIES TRUST OF SCOTLAND PLC
SIGT SENECA GLOBAL INCOME & GROWTH TRUST
ABD ABERDEEN NEW DAWN INVESTMENT TRUST PLC
SDP SCHRODER ASIA PACIFIC FUND PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
JII JPMORGAN INDIAN INV TRUST
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
JFJ JPMORGAN JAPANESE INV. TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SHRS SHIRES INCOME PLC
BEMO BARING EMERGING EUROPE PLC
EGL ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST
CSH CIVITAS SOCIAL HOUSING PLC
GSF GORE STREET ENERGY STORAGE FUND
EBOX TRITAX EUROBOX GBP
MLI INDUSTRIALS REIT LTD
SONG HIPGNOSIS SONGS FUND LTD
- Oliver Juggins
Inflation & Investment Trusts - Sep 2022
Inflation has now persisted beyond most people's 2021 expectations for a “short term blip” following the COVID crisis, and investors are increasingly under pressure to generate positive real returns in the first highly inflationary (i.e., >5%) environment since 1991. We expect a degree of asset price volatility to continue across all asset classes for quite some time. In this note we look at the factors behind the current inflationary environment, evaluate which ones are likely to persist and ...
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
HHI HENDERSON HIGH INCOME TRUST PLC
BERI BLACKROCK ENERGY AND RESOURCES INCOME TRUST PLC
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
RICA RUFFER INVESTMENT COMPANY
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
AEWU AEW UK REIT
SERE SCHRODER EUROPEAN REAL ESTATE INVESTMENT TRUST
HICL HICL INFRASTRUCTURE PLC
SEIT SDCL ENERGY EFFICIENCY INCOME TRUST
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Termination of coverage
Edison Investment Research is terminating coverage on Steakholder Foods (formerly known as MeaTech) (MITC), Mesoblast (MSB), Bluglass (BLG), InMed Pharmaceuticals (INM), Onxeo (ONXEO), Arcane Crypto (ARCANE) and Aberdeen Diversified Income and Growth Trust (ADIG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Moving within the targe...
Aberdeen Diversified Income and Growth Trust (ADIG), a diversified multi-asset fund, performed in line with its targets over the last 12 months. Overall performance has stabilised and improved since the Q320 strategic review, when the board addressed the disappointing performance between 2017 and 2020, as the three-year period of the chart below illustrates. The restructured portfolio assets have been generating both yield and return on capital. The manager expects stable and dependable dividend...
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Spelling out the portfo...
Aberdeen Diversified Income and Growth Trust (ADIG), a diversified multi-asset fund, has undergone a considerable change during Q420, as the board addressed the disappointing performance since 2017. We believe the change in strategy and the new team provide a turnaround opportunity. After a strategic review in October-November 2020, the manager, Aberdeen Standard Investments (ASI), simplified the strategy, segmented the investible asset classes into four asset buckets (listed equities, fixed inc...
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Spelling out the portfo...
Aberdeen Diversified Income and Growth Trust (ADIG), a diversified multi-asset fund, has undergone a considerable change during Q420, as the board addressed the disappointing performance since 2017. We believe the change in strategy and the new team provide a turnaround opportunity. After a strategic review in October-November 2020, the manager, Aberdeen Standard Investments (ASI), simplified the strategy, segmented the investible asset classes into four asset buckets (listed equities, fixed inc...
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Increasing exposure to ...
Aberdeen Diversified Income and Growth Trust (ADIG) has a diversified multi-asset approach, aiming to generate attractive long-term income and capital returns. After a strategic review in October 2020, the manager intends to increase the share of private assets in the portfolio to 45% by Q221 and to 55% over the long term (vs the previous c 43% target). ADIG’s investment committee will now be led by Nalaka de Silva, head of private market solutions at Aberdeen Standard Investments (ASI). While A...
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Portfolio repositioning...
Aberdeen Diversified Income and Growth Trust (ADIG) aims to generate attractive long-term income and capital returns from its diversified multi-asset portfolio. In line with the March 2017 strategy change, the process of recycling capital from listed to longer-term, unlisted holdings is continuing. These should represent c 43% of NAV (vs 26% at end-September 2019) on full deployment of existing commitments. ADIG’s underperformance since the strategy change reflects, among other things, ongoing...
- Pedro Fonseca
Aberdeen Diversified Income and Growth Trust - Progress towards full i...
Aberdeen Diversified Income and Growth Trust (ADIG) continues to progress towards full implementation of its strategy, aiming to achieve attractive capital and income returns (five-year target of Libor +5.5% pa, net of fees) from a widely diversified multi-asset portfolio, including a significant allocation to less liquid, longer-term investments that individual investors would be unlikely or unable to access. Portfolio managers Mike Brooks and Tony Foster at Aberdeen Standard Investments (ASI) ...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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