In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
2023 will provide good trading opportunities as an improving Chinese economy comes up against the Fed’s tightening cycle. China’s reopening should buoy equities in 1H23 and we are OVERWEIGHT on the reopening, reflation beneficiaries and structural growth themes in tech and industrials. 2H23 may see rising downside risk if Fed fund rates stay high and global growth slows further. Under our base-case forecast, MSCI China will hit a high of 74pt in 1H23, with the year-end target at 55pt.
Full Report Available at Are You Doubling Down on Your Aussie Large Cap Exposure? The release of financial accounts is one of the few occasions we get a look at the full portfolio of a LIC or LIT. With the completion of results season for the majority of LICs and LITs at August-end we got a look at the portfolios and thought it was a good time to take a look at whether Australian Large Cap LICs offer a level of diversification or whether investors are doubling down on their stock exposure in t...
Full report available at LMI Market News Initiated Coverage on Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX: LSGE) During the month, we initiated coverage on Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX: LSGE), which listed on the ASX on 1 October 2021. LSGE provides exposure to the Loomis Sayles Global Equity Opportunities Strategy, which was established in October 2004. The Responsible Entity (RE) is Investors Mutual Limited who has appointed Loomis, Sayles & ...
Three Directors at 1300 Smiles Limited sold 11,037,305 shares at 7.000AUD. The significance rating of the trade was 92/100. 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 year...
Upgrading Financials To Overweight; Downgrading Communications To Market Weight We continue to see a steady flow of risk-on signals that have us moving toward an outright bullish outlook for the broad US equity market. Below we discuss several bullish developments that leads us to believe we are close to exiting the "mixed market environment" that we have referenced since late March. Financials, Copper, US Dollar. These three areas were a primary focus in last week's Compass, and they have sin...
Full report is available at The Qualitas Real Estate Income Fund (ASX: QRI) is a Listed Investment Trust (LIT) that listed on the ASX in November 2018, raising $231.2m through the issue of 144.5m ordinary fully paid units at $1.60 per unit. Since listing, the Trust has grown through the issue of new units to both new and existing unitholders. At 31 August 2021, the Trust had a market cap of $441.2m with 267.4m units on issue. The Trust invests in the Qualitas Wholesale Real Estate Income Fund ...
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....
Plus, Broadband Hearing Divides, DISH Court Win, Sallet (maybe) to Antitrust Division, and a Wild Card in the Section 230 Debate. Usually we discuss the implications of something that just happened, or that we feel is highly likely to happen in the near future. This week, we focus on two things that may or may not happen but that, because of their potential impact, are currently underappreciated.
KKR AND (US), a company active in the Asset Managers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date March 9, 2021, the closing price was USD 47.07 and its potential was esti...
As we enter the decade of electric drive amid the rising popularity of EVs worldwide, we expect demand for EV battery materials to surge in parallel with the fast-growing EV markets, particularly in China and Europe. We expect substantial EV battery installations growth to translate into a 5-year c.30% demand CAGR for the 4 key battery materials. We prefer leaders with leading R&D capabilities, efficient capacity expansion plans, and more importantly, deep-rooted cooperation relationships with g...
A director at Ellerston Global Investments Limited bought 40,000 shares at 1.030AUD and the significance rating of the trade was 62/100. 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 ...
During the past few days we have been collecting feedback from companies in our coverage universe to understand their exposure and the risks derived from the Covid-19 outbreak. We have compiled the statements in a What Companies tell us so far section and tried to provide sensitivities for some companies/parameters. The focus of attention is clearly moving from China to Europe/Italy. While most Chinese production sites of companies in our coverage have resumed operations (e.g. AT&S, Andritz, A...
How does the shutdown affect the short-term outlook? Management presented details of the current shutdowns, which affect mainly the Chongqing II and Shanghai plants, while Chongqing I is up and running, albeit at lower capacity utilisation as not all personnel was able to return. Suppliers would need to ramp-up production within the next two weeks for keep Chongqing I running for the remainder of February. We remind that the new FY guidance implies 4Q 19/20 revenues of EUR 207 mn, down 13% yoy, ...
LONDON--(BUSINESS WIRE)-- KKR, a leading global investment firm, announces today the signing of a definitive agreement under which a consortium formed by AXA Investment Managers - Real Assets, acting on behalf of its clients (“AXA IM – Real Assets”) and Crédit Agricole Assurances will acquire European Locomotive Leasing (“ELL”), a leading pan-European provider of electric locomotive leasing solutions. ELL was established in early 2014 by founder and CEO Christoph Katzensteiner together with KKR’s first Infrastructure fund, KKR Global Infrastructure Investors. The investment rationale was to ...
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