Three Directors at NOS SGPS SA sold 91,438 shares at between 4.410EUR and 4.469EUR. The significance rating of the trade was 72/100. 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...
The general evaluation of NOS SGPS (PT), a company active in the Integrated Telecommunications industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date December 14, 2021, the closing ...
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....
NOS has reported a solid set of numbers, with revenue +1.0% ahead of consensus and EBITDA +1.2% ahead. The spectrum auction, and new entrant risk though continues to weigh heavily on sentiment and the share price, and until there is clarity around the likely impact here, the long-term value opportunity is likely to remain under-priced.
Owing to a realignment of its business model, Haitong Bank is terminating coverage of Iberian research. This includes: Mota Engil (EGL PL), Altri (ALTR PL), Ence (ENC SM), Navigator (NVG PL), Semapa (SEM PL), Euskaltel (EKT SM), Cellnex (CLNX SM), Mas Movil (MAS SM), NOS (NOS PL), Sonaecom (SNC PL), Telefonica (TEF SM), Antena 3 (A3M SM), Mediaset España (TL5 SM), Indra (IDR SM), Corticeira Amorim (COR PL), CTT (CTT PL), Ebro Foods (EBRO SM), Ibersol (IBS PL), Logista (LOG SM), Tecnicas Reunida...
Although Sonaecom (SNC) shares were broadly flat in 2018, the company had, in our view, a quite positive year. Firstly its most important asset, NOS (NOS PL, Eur 5.99, BUY, FV Eur 6.90), had another solid year, with group EBITDA and FCFE growing 2.8% and 40%, respectively, resulting in 75% growth in 2016-2018 DPS. 2018 was also marked by the increased visibility of some of SNC’s ‘hidden jewels’, namely Armilar funds through the partial monetization of the gains achieved in one of these fun...
Add exposure to Technology, Communications We view weakness over the past week as correcting a significant amount of the excess optimism that was baked-in to global equities. As a result, we recommend taking advantage of the pullback by adding exposure to our favorite areas - namely Technology. Our overall outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. • Index overviews: MSCI ACWI ex-US, MSCI EM, ...
Opportunity in EM countries Our cautious outlook and expectation for continued downward pressure on global equities remains intact. Broad global indexes (MSCI ACWI, ACWI ex-U.S., EAFE, and EM) are all trading within patterns of lower highs and lower lows, leading us to believe the most likely scenario is that this near-term bounce is likely nothing more than a countertrend rally before longer-term downtrends reassert themselves. • Opportunity in EM. Both a top-down and bottoms-up analysis po...
La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 5,39 €. La rupture du support à 4,80 € invaliderait cette tendance.
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.