ASPEN PHARMACARE (ZA), a company active in the Health Care Providers industry, increases its market risk and lowers its general evaluation. The independent financial analyst theScreener just requalified the stock market behaviour as moderately risky. On the other hand, theScreener awards a fundamental star to the title, but the new risk assessment downgrades the general evaluation to Neutral. As of the analysis date March 8, 2022, the closing price was ZAR 175.48 and its expected value was estim...
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....
Health Care Hitting On All Cylinders Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the MSCI ACWI following the late-October breakout... see chart below. • Market Ignoring Negative Headlines. Global equity markets continue to generally shrug off seemingly bearish headlines surrounding trade, Trump impeachment hearings, and ongoing protests in Hong Kong. This tells us that the good outweighs the bad i...
A director at Aspen Pharmacare Holdings Limited bought 83,000 shares at 119.660ZAR and the significance rating of the trade was 100/100. 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 ...
We believe Aspen Pharmacare (APN) will continue to face pricing pressure both in Europe and increasingly in China. China is the next frontier along Aspen’s expansion trajectory. Aspen has recently established operations in China through the acquisition of the anaesthetic and thrombosis portfolios from AstraZeneca and GSK. Although the Chinese pharmaceutical market is the second largest globally, we believe poor sales performance by multinationals in China is an indicator of tough operating cond...
Aspen Pharmacare (APN) has delivered returns in excess of 100% since listing in 1998. We attribute this to the Group's ability to mitigate price pressures through competitive manufacturing and procurement. This has been enhanced by strategic acquisitions. However, increased competition from generics, constraints in the value chain and pricing regulations (especially in developed markets) have diluted APN's competitive advantage.
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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