A director at Coeur Mining Inc sold 44,000 shares at 4.855USD and the significance rating of the trade was 51/100. 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 clearly...
KEY HIGHLIGHTS Strategy The Impact Of Escalating Middle East Tensions A fluid situation with oil prices the key worry. Small/Mid Cap Highlights BRC Asia (BRC SP/BUY/S$1.94/Target: S$2.42) 1QFY24: Strong results as construction demand recovers. TRADERS’ CORNER Aztech Global (AZTECH SP): Trading BUY Isdn Holdings (ISDN SP): Trading BUY
Long-Term Breakouts for Emerging & Frontier Markets The bullish outlook we initiated in early November 2023 remains intact. The S&P 500 and Nasdaq 100 (QQQ) still refuse to close below their 20-day MAs/21-day EMAs for more than 2-3 consecutive days -- and even if/when they do, important supports are close by, including at 4983-5050 on the S&P 500 and $425-$433 on QQQ (gap supports from 2/22/24). The Fed's next move is almost guaranteed to be a cut (though when it happens is up for debate). And ...
Moody's Ratings has completed a periodic review of the ratings of Coeur Mining, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 22 March 2024 in which Moody's reassessed the appropriateness of the ratings in the context of the...
CPO prices are expected to trade in the range of RM3,800-4,200/tonne for 2024, higher in 1H24 (tight vegoil supply) but seeing some softness in 3Q24 with more vegoil supply coming into the market. The impact from El Nino would be minimal on Malaysia’s production and mild on Indonesia’s production. Demand would still remain sluggish and the market only expects huge imports when CPO prices are lower. Maintain OVERWEIGHT; prefer efficient upstream players with good production growth.
GREATER CHINA Sector Automobile: Weekly: PEV market share rebounds; price war heats up. Maintain UNDERWEIGHT. Top SELLs: XPeng. Top BUY: CATL, Tuopu and Desay SV. Results Budweiser APAC (1876 HK/BUY/HK$12.68/Target: HK$19.50): 2023: Results miss; mixed signals from the results. Hong Kong Exchanges and Clearing (388 HK/HOLD/HK$242.80/Target: HK$262.00): 4Q23: Passable results. Maintain HOLD. NetEase (9999 HK/BUY/HK$176.20/Target: HK$202.00): 4Q23: Earnings miss; upcoming blockbusters in 2024. New...
KEY HIGHLIGHTS Results AEM Holdings (AEM SP/HOLD/S$2.14/Target:S$1.94): 2023: Revenue meets forecast but 2024 guidance misses expectation; maintain HOLD. First Resources (FR SP/BUY /S$1.42/Target: S$1.65): 2023: 2H results below expectations as downstream losses are greater than expected due to negative margins for both refiner and biodiesel. Better outlook in 2024. Riverstone Holdings (RSTON SP/BUY/S$0.675/Target: S$0.88): 2023: Strong earnings beat, attractive 2024 yield of around 10%. Sin...
2H23 results came in below expectations, due to higher production cost and larger losses from downstream as both refining & fractionation and biodiesel reported loses in 4Q23. 2024 earnings would be better supported by better production growth, lower production cost and improving outlook for its downstream operation. Additional areas from acquisition and conversion from rubber are expected to propel its production growth 3-4 years later. Maintain BUY. Target price: S$1.65.
The Budget 2024 unveiled by Deputy Prime Minister and Minister of Finance Lawrence Wong continued its strategy of helping Singaporeans contend with the rising costs of living, lending support for mid-career and lower income workers to upskill, investing in the country’s energy transition, and making slight changes to taxes for property developers. Importantly, Singapore has set aside S$1b to invest in new AI initiatives.
GREATER CHINA Update Xiaomi Corp (1810 HK/BUY/HK$12.20/Target: HK$21.60): 4Q23 results preview: Solid results on resilient smartphone margins. INDONESIA Strategy Alpha Picks: Outperformance in Jan 24: Our picks are EXCL, MAPI, BMRI, JSMR, BBNI, CTRA, MYOR and AKRA. Results Bank Mandiri (BMRI IJ/BUY/Rp6,675/Target: Rp7,400): 4Q23: Net profit up 15.6% qoq and 52.1% yoy; CASA market share rising. MALAYSIA Strategy Alpha Picks: Eyes Also On Results Season Winners: Our Alpha Picks performance again...
KEY HIGHLIGHTS Results CapitaLand Ascendas REIT (CLAR SP/BUY/S$2.87/Target: S$3.62): 2H23: Continues to generate strong positive rental reversions. Lendlease Global Commercial REIT (LREIT SP/BUY/S$0.625/Target: S$0.93): 1HFY24: DPU augmented by supplementary rent in 2024 and 2025. Update First Resources (FR SP/BUY/S$1.48/Target: S$1.65): 4Q23 results preview: We expect net profit to come in at US$50m-55m, mainly supported by higher domestic CPO pricing and higher sales volume from carried for...
We expect FR’s 4Q23 net profit to come in at US$50-55m (3Q23: US$51.1m, 4Q22: US$80.9m). This is mainly on the back of higher domestic CPO pricing, and FR sells more CPO domestically. There was also a higher inventory level in 3Q23 that would be reflected in 4Q23 due to timing issues. We also expect FR’s operating margin to improve in 4Q23 due to lower production costs, higher CPO ASP and higher sales volumes. Maintain BUY with a target price of S$1.65.
Summary Marketline's Aurcana Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Aurcana Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investm...
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