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JP Morgan Russian Securities: 1 director
A director at JP Morgan Russian Securities bought 5,000 shares at 620p and the significance rating of the trade was 54/100. 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 year...
- James Carthew
Outperforming and attractively valued
Since we last wrote on JPMorgan Russian Securities (JRS), Russia has been among the best-performing equity markets globally, despite being out of favour with international investors. The RTS Index has climbed above its 2014 pre-Crimea levels, before sanctions were imposed. Although economic growth has disappointed in 2019, earnings and pay-out ratios continue to grow. At a trailing price-earnings (P/E) ratio of just 6x, the Russian market remains extremely cheap.
- Matthew Read
Expert access to attractively valued market
When we last wrote on JPMorgan Russian Securities (JRS), we drew attention to Russia’s deteriorating relationship with the west and how this had impacted on foreign investors’ attitudes towards Russian stocks. Since this time, while sentiment has worsened; Russia’s domestically focused economy appears resilient and its corporates are generally providing good earnings growth. Valuations and yields are therefore all the more attractive. Russia’s economy benefitted for much of 2018 from a recovery ...
- James Carthew
Expert access to attractively valued market
Russia’s economy benefitted for much of 2018 from a recovery in the oil price and rising prices for a range of other commodities. A weaker rouble has offset the recent oil price fall. Oleg Biryulyov, longstanding manager of JPMorgan Russian Securities (JRS), has many years of experience managing Russian equities. He is comforted by prospect of rising dividends over the coming year. When QuotedData last wrote on JRS, attention was drawn to Russia’s deteriorating relationship with the West and how...
- James Carthew
Beyond politics
Russia’s relationship with the West is deteriorating. A brief period of optimism that accompanied President Trump’s election proved fleeting and recent events suggest that any hope of an easing of sanctions in the short-term is ebbing away. President Putin has secured his election victory but, amid new US sanctions and fears of increasing conflict in Syria, the market suffered its largest fall in four years; who can say what Putin’s next move will be. But, for those prepared to look beyond the p...
- James Carthew
Beyond politics
Russia’s relationship with the West is deteriorating. A brief period of optimism that accompanied President Trump’s election proved fleeting and recent events suggest that any hope of an easing of sanctions in the short-term is ebbing away. President Putin has secured his election victory but, amid new US sanctions and fears of increasing conflict in Syria, the market suffered its largest fall in four years; who can say what Putin’s next move will be.
- James Carthew
Low valuations and rising yields
Weak oil prices and a deteriorating relationship with the US have weighed on the Russian market for some time. Hopes of a rapprochement with the West in the wake of President Trump’s election have fizzled out. Russia has learned to live with the environment it finds itself in and earnings growth is starting to materialise. Falling inflation has highlighted excessive real interest rates, leaving scope for further cuts. Investors have been avoiding Russia and this is evident in a forward p/e ratio...
- James Carthew
Low valuations and rising yields
Weak oil prices and a deteriorating relationship with the US have weighed on the Russian market for some time. Hopes of a rapprochement with the West in the wake of President Trump’s election have fizzled out. Russia is adjusting to the environment it finds itself in and earnings growth is starting to materialise. Falling inflation has highlighted excessive real interest rates, leaving scope for further interest rate cuts. Investors have been avoiding Russia and this is evident in aprice/forecas...
- James Carthew
Russian recovery
”‹The Russian market has been rebounding on the back of a strengthening oil price but remains one of the cheapest emerging markets. The manager thinks the market could rise further from here. The economy is on an improving trend but, if President Trump eases sanctions, this could provide a significant tailwind. JPMorgan Russian Securities (JRS) offers the only pure play on Russia within the investment companies market. It comes with an attractive yield and one of the most experienced investment ...
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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