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JM Financial Limited: 1 director sold
A director at JM Financial Limited sold 42,500 shares at 112.039INR and the significance rating of the trade was 70/100. 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 c...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Growth Over Value We continue to see coronavirus concerns as helping correct the excess bullish sentiment in the short-term. Additionally, considering the dearth of breakdowns, we continue to believe this is a bull market until proven otherwise and a “buy the dip†strategy remains warranted. • Major Indexes Holding Up Well. As mentioned above, breakdowns in major indexes are hard to come by. EM (MSCI EM), China (MSCI China), Europe (STOXX 600), MSCI ACWI, ACWI ex-US, and EAFE have all pu...
BAJFINANCE BAJAJ FINANCE LIMITED
005930 SAMSUNG ELECTRONICS CO. LTD.
DB1 DEUTSCHE BOERSE AG
CLS CELESTICA INC.
DSY DASSAULT SYSTEMES SA
NXT NEXTDC LIMITED
CDR CD PROJEKT S.A.
6488 GLOBALWAFERS CO. LTD.
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
CPU COMPUTERSHARE LIMITED
ELIS ELIS SA
CIX. CI FINANCIAL CORP.
DSG. DESCARTES SYSTEMS GROUP INC.
4812 INFORMATION SERVICES INTERNATIONAL-DENTSU LTD.
JMFINANCIL J.M. FINANCIAL
4307 NOMURA RESEARCH INSTITUTE LTD.
6752 PANASONIC CORPORATION
3533 LOTES
LTI LARSEN & TOUBRO INFOTECH LTD
WAF SILTRONIC AG
INFOTECENT CYIENT
PPH PUSHPAY HOLDINGS
QUESS QUESS CORP
EXO EXOR N.V.
WCN WASTE CONNECTIONS INC.
ASML ASML HOLDING NV
DHG DOMAIN HOLDINGS AUSTRALIA
SANT S&T AG
ADYEN ADYEN NV
GDS GDS HOLDINGS LTD. SPONSORED ADR CLASS A
NICE NICE LTD
A140JD ARGOSY ENERGY INC.
CHOLAHLDNG CHOLAMANDALAM FINANCIAL HOLDINGS
- Mahrukh Adajania
Event update: JM Financials (Outperformer) - 4Q18 – A strong quarte...
This is a post earnings call update to our result note yesterday. JMF reported a strong quarter with consolidated PAT growing 25% yoy and 12% qoq to Rs1.3bn. The earnings call strengthened our conviction that JMF at the current valuation of 2xPBV FY20E is an attractive investment opportunity that offers strong growth with superior asset quality and adequate capital in a capital starved sector. The key highlights of the call: 1) Management sees growth coming back in the real estate segment...
- Mahrukh Adajania
JM Financials' Q4FY18 results (Outperformer) - A strong quarter
Q4FY18 results highlights JMF reported a strong quarter with consolidated PAT growing 25% yoy and 12% qoq to Rs1.3bn. Strong growth in ARC and IWS profit were the key growth drivers. Profit from fund-based businesses grew 27% yoy and 10% qoq. Profit from fee-based businesses grew 7% yoy and declined 11% qoq. In fee-based businesses while profit from IWS grew strongly, profit from asset management fell sharply. Fund-based businesses contributed 75% to pre-MI PAT, similar to 75.5% in 3Q but ...
- Mahrukh Adajania
Initiating coverage: JM Financials (Outperformer) - Quality growth at ...
We initiate coverage on JM Financial Ltd (JMF) with an Outperformer rating and sum–of-parts (SOTP)-based target price of Rs195 (3x PBV FY20E). We see strong growth opportunities in each of JMF’s key business segments. We believe the company’s recent QIP of Rs6.5bn strengthens its competitive position, especially in asset reconstruction and real estate financing. Post recent capital raise, low leverage and well–established management track record, JMF is poised to deliver strong 24% EPS CAGR over...
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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