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....
As opposed to previous years that were riddled with big project launches and land acquisitions, 2019 was a quiet year with limited project launches and virtually no land replenishment. Indeed, as we had mentioned in our Real Estate 2019 Valuation Update Report last year, 2019 really did turn out to be a “calmer year.†This calmness is portrayed by a set of different factors: 10-15% increase in selling prices compared to the 30-40% increases during years prior to 2018, no extension in install...
Chelverton UK Dividend Trust plc (SDVP) Form 8.3 - Chelverton UK Dividend Trust plc: Amerisur Resources Plc 24-Jul-2019 / 16:35 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3  PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")  1. KEY INFORMATION  (a) Identity of the person whose positions/dealings are being disclosed: MI Chelverton...
Chelverton UK Dividend Trust plc (SDVP) Form 8.3 - Chelverton UK Dividend Trust plc: Amerisur Resources Plc 22-Jul-2019 / 16:09 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3  PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")  1. KEY INFORMATION  (a) Identity of the person whose positions/dealings are being disclosed: MI Chelverton...
2018 was a year that witnessed the continuation of sector trends that had emerged the year before, such as the decrease in unit size and the average seven-year installment schedule. What changed in 2018 was the magnitude of price appreciation and the rise of competition. In contrast to 2017 that had witnessed price increases of 30.0-40.0%, prices increased by 10.0-15.0% in 2018, in line with our previous assumption of 10.0% price growth in 2018. A key theme that echoed throughout the sector in 2...
A director at Amerisur Resources bought 8,125,000 shares at 12p and the significance rating of the trade was 79/100. 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 clear...
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...
​We initiate coverage on Amer with a fair value of EGP 0.266/share, we valued Amer Group using SoTP valuation, utilizing an average WACC of 21.5%; a perpetual growth rate ranging within 2-3%, resulting in a downside potential of 5.1% from the current trading level. Hence, we recommend investors to start reducing position gradually. Amer Group, post split business model is supposed to be a pure recurring income dependent; however, we believe the recurring income segments being mainly located in...
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