A director at Kingspan Group maiden bought 5,000 shares at 72.400EUR and the significance rating of the trade was 91/100. 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 ...
Summary Etex NV - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Etex NV (Etex) is a manufacturer of building materials and systems. It manufactures products such as tiles, plaster building boards, paints and coatings, fire protection, slates, roof elements, corrugated sheet...
Summary Izocam Tic Ve San AS - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Izocam Tic Ve San AS (Izocam) is a manufacturer of insulated materials. It produces and distributes glass wool, stone wool, expanded and extruded polystyrenes, elastomeric rubber, polyethylene, ply...
Summary Permasteelisa SpA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Permasteelisa SpA (Permasteelisa) is a manufacturer of architectural components. The company carries out engineering, project management, production, and installation of architecture envelopes and int...
Summary Saint-Gobain Weber GmbH - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Saint-Gobain Weber GmbH (SGW), a subsidiary of Compagnie de Saint-Gobain, is a manufacturer of building materials. Its portfolio includes products and systems for facade and wall insulation, flo...
Summary Paul Bauder GmbH & Co KG - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Paul Bauder GmbH & Co KG (Bauder) provides roofing solutions and insulation products. The company's portfolio of products includes flat roofs, pitched roofs, green roofs, and photovoltaics. It ...
The independent financial analyst theScreener just lowered the general evaluation of KINGSPAN GROUP (IE), active in the Building Materials & Fixtures industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date January 11, 2022, the closing price was EUR 96.28 a...
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....
The Board called this EGM to approve resolutions regarding the migration of uncertificated shares from CREST to Euroclear System to ensure continued electronic settlement of shares traded on Euronext Dublin and the London Stock Exchange. In the result of Brexit, all Irish issuers who currently use CREST, one of the world’s largest and most technically advanced settlement systems, will need to move to a new settlement system which is authorised by an EU Member State. ECGS recommends the approval...
Bulls Lose The Upper Hand, Consolidation Likely Steep uptrends have been violated this week on several of the broad global indexes (notably the MSCI ACWI, ACWI ex-US, and EM indexes). As a result we are making a tactical shift to a neutral outlook as we believe consolidation is likely near-term as the market goes through a corrective phase -- potentially something similar to what the market experienced between June and early-July. · Index Overviews. As noted above, short-term uptrends...
Items 2 and 9: Dividends and share buybacks Kingspan Group withdrew the final dividend proposal due to the COVID-19 uncertainty. In such cases, ECGS will also oppose any share buybacks. According to The Irish Times, Gene Murtagh sent a letter to staff, saying that from 1 st April 2020, executives would take a 50% pay cut while all other staff must take a 40% reduction ofor the two full months of April and MaypThis 50% cut is thought to apply to the groupns top 10 managers. Mr Mur...
Breakout probability on the rise The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments which we highlight below. Still, there are several indicators that continue to tell us we are not yet out of the woods. • Emerging Markets. The MSCI EM index exhibits bullish price and RS reversals -- add exposure/market weight. This is a major positive for both EM and global equities as it is a characteristic consist...
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Tuesday's 10-year low reading for September's US ISM manufacturing index further spooked investors and reignited global growth concerns. Continued weakness in global manufacturing and the US-EU tariff escalation raises the potential for a breakdown in global equities, however our outlook remains neutral as long as the MSCI ACWI remains confined to its horizontal range. • Prevailin...
Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral o...
Item 3a: Re-elect the Chairman Mr. Eugene Murtagh is a major shareholder of the Company, owning 15.53% of the issued share capital of the Company. He founded the Kingspan business in the 1960’s and was previously Chief Executive officer of the Company. He is also father of the current CEO, Gene Murtagh. His tenure may further impact on his independence as a non-executive director, having served on the Board for over 40 years. The UK Code recommends that the chairman should, on appointment, mee...
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). So, within EAFE, where would we want to be invested? Our answer: outperforming SMID-caps, as displayed via the 10-year chart (attached). We expect this outperformance to continue; stick with this trend. In today's report we use a bottom-up approach to highlight actionable charts, sorted by market cap (all buys at current levels). Charts highlighted: NMC-GB, ASC-GB, TEMN-CH, EVR-GB, ...
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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