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....
Мы прекращаем аналитичеÑкое оÑвещение Группы ДИКСИ, Ñ‚. к. ÐºÐ¾Ð¼Ð¿Ð°Ð½Ð¸Ñ Ð¿Ñ€Ð¾Ð²ÐµÐ»Ð° делиÑтинг акций. Финальные оценки, предÑтавленные в данном обзоре, приводÑÑ‚ÑÑ Ñ‚Ð¾Ð»ÑŒÐºÐ¾ Ð´Ð»Ñ Ñ†ÐµÐ»ÐµÐ¹ иÑторичеÑкого ÑÑ€Ð°Ð²Ð½ÐµÐ½Ð¸Ñ Ð¸ более не отражают нашу точку Ð·Ñ€ÐµÐ½Ð¸Ñ Ð½Ð° компанию.
We Terminate Coverage of DIXY Group and withdraw our Target Price and Recommendation as the Group is going private and will be delisted. - As of 22 May, DIXY Yug and affiliates repurchased 98.79% of Dixy’s shares, pursuant to the mandatory tender offer at the price of Rb340/s - The repurchase crossed the legal threshold of 95%, giving DIXY Yug the right to buyout the remaining 1.21% of shares from shareholders - Pursuant to Russian legislation (Article 84.8, Federal Law on Joint-Stock Compan...
US-China truce, Russophobia eases, Brent rises Ahead: Upside bias. Light on economic data points, markets will take their cue from easing political risks (US-China trade truce, EU-Russia potential thaw) and Brent, which is bolstered by speculation the US will slap new oil sanctions on Venezuela and the former’s threat to hit Iran with historic-level sanctions. Not far from vision, markets may turn cautious ahead of the US FOMC minutes (Wednesday). US up, Asia lower. US (S&P 500 +0.74%, DJIA...
We continued to track the Ivanovs' savings and spending patterns, as well as their perceptions, to get an indication of how entire sectors and individual companies are performing and might perform in the future. We also looked at competition among Russia's public food retailers.
We continued to track the Ivanovs' savings and spending patterns, as well as their perceptions, to get an indication of how entire sectors and individual companies are performing and might perform in the future. We also looked at competition among Russia's public food retailers. Here are some of our main conclusions: > The consumer confidence index improved from -12% in 3Q17 to -10% in 4Q17, finally recovering to the pre-downturn 2H13 level. There were Q-o-Q improvements in perceptions of person...
> Trader's comment on Russian market > Market comment - Retailers see bargain-hunting while global markets focus on ECB today > Russian weekly CPI returns to growth, adding 0.1% > Novatek continues to generate strong FCF in 3Q > Lukoil to pay interim dividend of R85 per share > Dixy Group 3Q17 IFRS: 4.9% EBITDA margin amid 8% revenue decline
> Комментарий трейдера по роÑÑийÑкому рынку > Комментарий и прогноз - РоÑÑийÑкие ритейлеры привлекли внимание тех, кто любит подешевле, а глобальные рынки готовÑÑ‚ÑÑ Ðº ÑегоднÑшнему заÑеданию руководÑтва ЕЦБ > Ð’ РоÑÑии наконец возобновилÑÑ Ð½ÐµÐ´ÐµÐ»ÑŒÐ½Ñ‹Ð¹ роÑÑ‚ ИПЦ > ÐОВÐТÐК в 3К17 Ñ...
Average wage growth of 8.2% in 2Q17, as reported by the State Statistics Service, captures only large corporates. But wages of employees at smaller companies and those who work under-the-table have been falling, which explains why retail sales growth has been lagging official wage growth in recent quarters. As the economy recovers, this gap should narrow, and nominal income growth - which captures wages at both large and small corporates - should climb from 2.0% in 2Q17 to 4.7% in 4Q17 and to 5....
> Комментарий трейдера по роÑÑийÑкому рынку > Комментарий и прогноз - День без Ñрких Ñобытий > ÐÐµÐ´ÐµÐ»ÑŒÐ½Ð°Ñ Ð¸Ð½Ñ„Ð»ÑÑ†Ð¸Ñ Ð² РоÑÑии оÑталаÑÑŒ нулевой > ФÐС ÑобираетÑÑ Ð¾Ð´Ð¾Ð±Ñ€Ð¸Ñ‚ÑŒ ÑлиÑние ЯндекÑ.ТакÑи и Uber > Ð Ð¾Ð·Ð½Ð¸Ñ‡Ð½Ð°Ñ Ñ‚Ð¾Ñ€Ð³Ð¾Ð²Ð»Ñ. МакроÑкономичеÑÐºÐ°Ñ Ð³Ð¾Ð»Ð¾Ð²Ð¾Ð»Ð¾Ð¼ÐºÐ° > Прогноз показателей ГК "ÐтаÐ...
> Комментарий трейдера по роÑÑийÑкому рынку > Комментарий и прогноз - ОÑлабление доллара, роÑÑ‚ цен на металлы и Ð½ÐµÐ¾Ð´Ð½Ð¾Ð·Ð½Ð°Ñ‡Ð½Ð°Ñ Ð´Ð¸Ð½Ð°Ð¼Ð¸ÐºÐ° нефтÑного рынка > ДефлÑÑ†Ð¸Ñ Ð² РоÑÑии продолжалаÑÑŒ третью неделю подрÑд > Регулирование телекоммуникационной отраÑли: проект поправок МинкÐ...
> Trader's comment on Russian market > Market comment - Best performance for Russia in five weeks while EMs surge > Low budget deficit in June may have contributed to ruble weakening > Industrial production growth in Kazakhstan slows to 7.5% y-o-y in June > Highlights from Rosneft's analyst event at Rospan > NLMK reports robust 2Q17 trading update > Yandex: Search uber alles > Dixy reports record decline in top line in 2Q17 > PIK Group reports high 2Q17 presales, as expected
> Комментарий трейдера по роÑÑийÑкому рынку > Комментарий и прогноз - РоÑÑÐ¸Ñ Ð¿Ð¾ÐºÐ°Ð·Ð°Ð»Ð° лучший результат за пÑть недель ралли на развивающихÑÑ Ñ€Ñ‹Ð½ÐºÐ°Ñ… > Темп притока капитала на развивающиеÑÑ Ñ€Ñ‹Ð½ÐºÐ¸ замедлÑетÑÑ > Ðизкий дефицит бюджета может ÑпоÑобÑтвовать оÑлаблению Ñ€ÑƒÐ±Ð»Ñ > Ð...
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