reports
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
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.
LII LENNOX INTERNATIONAL INC.
PKG PACKAGING CORPORATION OF AMERICA
VGR VECTOR GROUP LTD.
UFPT UFP TECHNOLOGIES
TTMI TTM TECHNOLOGIES INC.
TRU TRANSUNION
TPH TRI POINTE HOMES INC.
NGVC NATURAL GROCERS BY VITAMIN COTTAGE INC
LINC LINCOLN EDUCATIONAL SERVICES
HY HYSTER-YALE MATERIALS HANDLING INC. CLASS A
HURN HURON CONSULTING GROUP INC.
EVH EVOLENT HEALTH INC CLASS A
ENVA ENOVA INTERNATIONAL INC
ENS ENERSYS
DY DYCOM INDUSTRIES INC.
CVLT COMMVAULT SYSTEMS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
APEI AMERICAN PUBLIC EDUCATION
SYF SYNCHRONY FINANCIAL
CW CURTISS-WRIGHT CORPORATION
BLDP BALLARD POWER SYSTEMS INC.
COOP CO-OPERATIVE BANK OF KENYA
ATRO ASTRONICS CORPORATION
LBRDA LIBERTY BROADBAND CORP. CLASS A
MWA MUELLER WATER PRODUCTS INC. CLASS A
VMI VALMONT INDUSTRIES INC.
UNFI UNITED NATURAL FOODS INC.
DFIN DONNELLEY FINANCIAL SOLUTIONS INC.
BELFB BEL FUSE INC. CL B
GSHD GOOSEHEAD INSURANCE
GENC GENCOR INDUSTRIES INC.
STRA STRATEGIC EDUCATION INC.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
AMPY AMPLIFY ENERGY
VHI VALHI INC.
UFPI UFP INDUSTRIES INC.
OGN ORGANON & CO
2VZ LEONARDO DRS INC.
DO DIAMOND OFFSHORE DRILLING INC.
- Sid Rajeev
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Sid Rajeev
- Sid Rajeev
XTM TRANSITION METALS CORP
EQTY EQUITY BANK
AUMN GOLDEN MINERALS CO.
RIO RIO TINTO PLC
EDXC ENDEXX CORP.
KTN KOOTENAY SILVER INC.
CSX CLEAN SEED CAPITAL GROUP LTD.
FPX FPX NICKEL CORP.
MQR MONARCH MINING CORPORATION
CANQF CANAQUEST MEDICAL CORP.
TUD TUDOR GOLD CORP.
GRSL GR SILVER MINING LTD.
GLH CHALICE BRANDS LTD
HCHDA HOT CHILI LIMITED
SPC SPC NICKEL CORP
- Sid Rajeev
SYH SKYHARBOUR RESOURCES LTD.
EQTY EQUITY BANK
AZS AZURE MINERALS
RKS ROCKSHIELD CAPITAL
WRM WHITE ROCK MINERALS
PSC.H PRECISION ENTERPRISES INC
CORA CORA GOLD
VM VOYAGEUR PHARMACEUTICALS LTD
STS SOUTH STAR MINING CORP.
KNR KONTROL TECHNOLOGIES CORP.
GRSL GR SILVER MINING LTD.
AUC GOLDPLAY MINING INC.
HCHDA HOT CHILI LIMITED
GEL GRAPHANO ENERGY LTD.
SMO SONORO GOLD CORP
SWIS SEKUR PRIVATE DATA LTD.
- Sid Rajeev
- Sid Rajeev
EQTY EQUITY BANK
NPK. VERDE AGRITECH PLC
RFR RENFORTH RESOURCES INC.
WML WEALTH MINERALS LTD.
AUMN GOLDEN MINERALS CO.
CBI COLIBRI RESOURCE CORPORATION
NRM NORAM VENTURES INC
BNXA BANXA HOLDINGS INC
THC THC BIOMED INTL LTD.
CBK COPPERBANK RESOURCES CORP.
SVTN SILVERTON METALS CORP
LXRP LEXARIA BIOSCIENCE CORP.
HP HELLO PAL INTERNATIONAL INC
HCHDA HOT CHILI LIMITED
GCM GRAN COLOMBIA GOLD CORP.
- Sid Rajeev
EQTY EQUITY BANK
NPK. VERDE AGRITECH PLC
ION IONICS INC.
RKS ROCKSHIELD CAPITAL
LUM LUMINA GOLD CORP
LMS LATIN METALS INC.
KIDZ KIDOZ
OVTZ OCULUS VISIONTECH
RCLF ROCKCLIFF METALS CORPORATION
AUN AURCANA SILVER
BNXA BANXA HOLDINGS INC
BLLG BLUE LAGOON RESOURCES INC.
THC THC BIOMED INTL LTD.
MQR MONARCH MINING CORPORATION
OMID OMID HOLDINGS
LXRP INC.
SWIS LEXARIA BIOSCIENCE CORP.
SPC GLOBEX DATA LTD.
SMRT SPC NICKEL CORP
COINSMART FINANCIAL INC.
- Sid Rajeev
ESK ESKAY MINING CORP
EQTY EQUITY BANK
RFR RENFORTH RESOURCES INC.
AUMN GOLDEN MINERALS CO.
ECR. CARTIER RESOURCES
LMR LOMIKO METALS INC
FT FORTUNE MINERALS LTD.
CBI COLIBRI RESOURCE CORPORATION
TCF TRILLION ENERGY INTERNATIONAL INC.
BNXA BANXA HOLDINGS INC
BLLG BLUE LAGOON RESOURCES INC.
MQR MONARCH MINING CORPORATION
GRSL GR SILVER MINING LTD.
BIGG BIGG DIGITAL ASSET
TAAT TAAT GLOBAL ALTERNATIVES INC.
IMCX INTERRA COPPER CORP.
AUC GOLDPLAY MINING INC.
SGLD SABRE GOLD MINES CORP.
LVT LEVITEE LABS INC.
HCHDA HOT CHILI LIMITED
GCM GRAN COLOMBIA GOLD CORP.
CBD.U HEMPFUSION WELLNESS INC
- Sid Rajeev
- Sid Rajeev
CGP CORNERSTONE CAPITAL RESOURCES INC.
RIO RIO TINTO LIMITED
EQTY EQUITY BANK
RFR RENFORTH RESOURCES INC.
SSV SOUTHERN SILVER EXPLORATION CORP.
LMR LOMIKO METALS INC
AUN AURCANA SILVER
KGS KINGMAN MINERALS LTD.
SMP SOUTHERN EMPIRE RESOURCES CORP.
OMID OMID HOLDINGS
LXRP INC.
IEC LEXARIA BIOSCIENCE CORP.
INVESTMENT EVOLUTION CORP.
- Sid Rajeev
- Sid Rajeev
- Faith Mwangi
Diamond Trust Bank: Underwhelming 9M 21 performance as investors remai...
UNDER-PRICED AS INVESTORS SEEK UP-TURN IN KEY STRATEGIC ELEMENTS DTB Group is trading at a PB of 0.2x, a significant discount to the industry average of 1.0x. This is against an ROE of 9.8x for 9M 21. The discounted levels offer an attractive entry point for investors, but the bank does not attract interest because of: 1. DTB's relatively weak net interest margin. Although this has always been an issue for the bank due to preferential pricing for its affiliates, it no longer has the above-se...
- Faith Mwangi
Absa Kenya: 9M 21: Bank hits management ROE target of 20%; new level s...
ABSA Kenya has released its 9M 21 results, which see EPS jumping to KES1.52 from KES0.35 in 9M 20. The key performance drivers include: 1. The exclusion of separation costs following the completion of the rebranding programme. In 9M 20, separation costs accounted for 36% of PBT; 2. Loan loss provision charges decreased 55% yoy, further lifting earnings; 3. Operating costs declined 3% yoy; and 4. Revenue was still weak on a lower net interest margin (50 bps decline qoq) and ...
- Faith Mwangi
Kenya Banks: Sector Q3 21 PBT jumps 68% yoy, and outlook for Q4 is pos...
Kenya banks' sector-wide profit before tax (PBT) grew 68% yoy in Q3 21, according to the latest data from Central Bank of Kenya. On a cumulative 9M 21 basis, PBT increased 63% yoy. Of our covered banks that have released results, KCB Group leads the pack with a 131% yoy jump in 9M 21 PAT, Equity Group comes in second with a 78% yoy increase and Co-op Bank comes in third with a 19% yoy rise. Some key trends in Q3 21 earnings performance include: 1. Improved asset quality with industry NPL rati...
- Faith Mwangi
Cooperative Bank: Reiterate Hold, despite strong 9M 21 revenue perform...
Co-op Bank has released its 9M 21 results, with EPS increasing 19% yoy to KES1.98. Revenue performance was positive on the back of stability in margins and positive non-interest revenue growth. Profit before provisions increased 26% yoy. Earnings, though, were weighed down by increased operating costs, which pushed up the cost/income ratio above that of peers and increased loan loss provision charges. This is unlike the trend seen in Equity Group and KCB Group results, whose earnings were bo...
- Faith Mwangi
Kenya banks: Lucrative SME potential undercut by low yields and asset ...
The Central Bank of Kenya (CBK) has released a new study on small and medium-sized enterprises (SMEs), already an important sector for Kenyan banks but one with a great deal of growth potential. Our key takeaways on what the report means for the banks we cover: 1. SME SEGMENT ACCOUNTS FOR 20% OF INDUSTRY LOANS, BUT THERE IS UNTAPPED POTENTIAL The management teams of the Kenyan banks we cover argue that the SME sector is the next growth frontier. In our view, though, the majority of their loan...
- Faith Mwangi
Kenya Commercial Bank: 9M 21 – impressive results and management's 202...
We reiterate our Buy recommendation on KCB Group with an unchanged target price of KES54.0 KCB released 9M 21 results posting a 131% yoy jump in PAT, which we see as positive results. As expected, the 53% yoy decline in loan loss provision charge boosted performance. Revenue performance was poorer than expected, with fee and commission income failing to deliver the expected growth to make up for shrinking net interest margins. On the positive side, there was an improvement in asset quality,...
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