reports
Moody's Ratings upgrades 3i's ratings to A3, stable outlook
Moody's Ratings (Moody's) today upgraded 3i Group plc's ("3i" or "the Group")'s issuer rating and senior unsecured ratings to A3 from Baa1. The outlook remains stable. RATINGS RATIONALE The rating upgrade reflects 3i's continuous portfolio value creation and its proven track record of investment...
3i Group: 1 director
A director at 3i Group bought 16,000 shares at 3,269p 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 last two years clearly showin...
- Dave Nicoski
- Ross LaDuke
- Arsit Pamaranont
- Bella Lu Yifei
- Benjaphol Suthwanish
- Chong Lee Len
- Kampon Akaravarinchai
- Ken Lee
- Krit Tanarattananon
- Llelleythan Tan Tan
- Nurul Nazira Binti Abdullah
- Paula Ruth
- Philip Wong
Regional Morning Meeting Notes: Thursday, July 18, 2024
GREATER CHINA Sector Automobile Weekly: PEV sales down 4% yoy but up 8% wow during 8-14 July, in line. Maintain MARKET WEIGHT. Top BUYs: Geely, CATL and Tuopu. Top SELL: XPeng. INDONESIA Update Telkom Indonesia (TLKM IJ/BUY/Rp3,250/Target: Rp4,200) 2024 fixed broadband revenue to see moderate growth of 8% yoy; maintain BUY. MALAYSIA Results Alpha IVF (ALPHA MK/BUY/RM0.32/Target: RM0.40) ...
ARAY ACCURAY
AOSL ALPHA & OMEGA SEMICONDUCTOR
III 3I GROUP PLC
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
ERW ERAWAN GROUP
INTUCH INTOUCH HOLDINGS PUBLIC COMPANY LIMITED
ALPHA ALPHA BANK AE
ADVANC ADVANCED INFO SERVICE PUBLIC CO. LTD.
THCOM THAICOM
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
M3I MINTH GROUP LIMITED
002340 GEM CO. LTD. CLASS A
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
PTI TELEKOMUNIKASI INDONESIA TBK PT (ADR)
1211 BYD COMPANY LIMITED CLASS H
2338 WEICHAI POWER CO. LTD. CLASS H
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
1772 GANFENG LITHIUM CO. LTD. CLASS H
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
603305 NINGBO XUSHENG AUTO TECHNOLOGY (A)
GULF GULF ENERGY DEVELOPMENT PUBLIC COMPANY LIMITED
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
BCOW 1895 BANCORP OF WISCONSIN INC
PREIT PAVILION REAL ESTATE INVESTMENT TRUST
Z29 029 GROUP SE
02015 LI AUTO INC
09868 XPENG INC
600699 NINGBO JOYSON ELECTRONIC CORP
- Singapore Research Team
Strategy - Alpha Picks: A Softer Month; Add FEHT, MPACT, GENS; Remove ...
For Apr 24, our Alpha Picks portfolio rose 0.4% mom on an equal-weighted basis, underperforming the STI slightly by 1.7ppt. It was a mixed performance from our portfolio with the top performers being MPM, BAL and CD while FRKN, LREIT and ST underperformed. Our Alpha Picks portfolio has outperformed the STI in three out of the past four months. For May 24, we add FEHT, MPACT, GENS; remove BAL, LREIT and CLAS.
544 CSE GLOBAL LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
N2IU MAPLETREE COMMERCIAL TRUST
C52 COMFORTDELGRO CORPORATION LIMITED
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
Q5T FAR EAST HOSPITALITY TRUST
G13 GENTING SINGAPORE LIMITED
TXG 10X GENOMICS INC CLASS A
RSTON RIVERSTONE HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
Moody's affirms 3i's Baa1 ratings; outlook stable
Moody's Ratings (Moody's) has affirmed 3i Group plc's (3i)'s Baa1 issuer rating and the Baa1 senior unsecured ratings. The outlook remains stable. RATINGS RATIONALE The affirmation of 3i's ratings reflects its conservative balance sheet and prudent liquidity management, low leverage, and proven ...
Moody's assigns Baa1 rating to 3i Group's new senior unsecured notes
Moody's Investors Service (Moody's) has assigned a Baa1 rating to 3i Group plc's (3i) proposed new €500 million senior unsecured notes. All existing ratings of 3i remain unaffected. The rating of the new notes is in line with the Baa1 issuer rating on 3i Group plc. The outlook is stable. RATINGS R...
- Shonil Chande
LIBERUM: Alternatives Daily
Oakley Capital Investments - CMD highlights wider portfolio opportunitiesBioPharma Credit - $137.5m loan at 3M SOFR + 7.5%3i Group - Strong results for 2023 and another 9.2% increase in dividendsBluefield Solar Income Fund - Power curve update and construction behind 2.3% NAV decline in Q1
- Shonil Chande
LIBERUM: Alternatives Daily: III | JLEN | HGEN | RHM | GABI
3i Group - Strong NAV growth due to excellent results at Action investmentJLEN Environmental Assets - First hydrogen project announcedHydrogenOne Capital Growth - First investment in green hydrogen projectBattery Storage - Positive read-across from SMSRound Hill Music Royalty Fund - Royalty income pushes NAV up 11.3% YoYGCP Asset Backed Income Funding - Further devaluation of Co-Living Group loan and additional asset put on watchlist
- Chaiwat Arsirawichai
- Tanaporn Visaruthaphong
PTT Exploration & Production (PTTEP TB) - Strong Sales Volume Growth O...
We reiterate our long-term positive view that PTTEP will post positive sales volume growth of 3% CAGR during 2023-27 on the back of better contributions from its Erawan G1/61 gas field and major projects including the world’s second-largest LNG Mozambique, as well as the SK410B project, a world-class, large-scale project in 2027. PTTEP, OR and SPRC remain our sector top picks. Maintain BUY. Target price: Bt195.00.
- Greater China Research Team
- Tham Mun Hon
Greater China Market Strategy: 2023 - Cross-currents
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.
01109 CHINA RESOURCES LAND LIMITED
02328 PICC PROPERTY & CASUALTY CO. LTD. CLASS H
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
601899 ZIJIN MINING GROUP CO. LTD. CLASS A
600036 CHINA MERCHANTS BANK CO. LTD. CLASS A
ONT 1300 SMILES LTD.
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
2899 ZIJIN MINING GROUP CO. LTD. CLASS H
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
6098 COUNTRY GARDEN SERVICES
2747 ESTUN AUTOMATION
3690 MEITUAN DIANPING 3690 HK
241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD
TCOM US TRIP.COM TCOM US
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
9922 JIUMAOJIU INTERNATIONAL HOLDINGS LTD
291 CHINA RESOURCES BEER HOLDINGS CO LTD
PDD PINDUODUO PDD US
9961 TRIP.COM GROUP LTD
- Chaiwat Arsirawichai
PTT Oil & Retail Business (OR TB) - 3Q22: Results Below Consensus; Exp...
OR posted a net profit of Bt701m in 3Q22, in line with our forecast but below consensus estimate of Bt2.1b. The qoq decline in earnings was mainly due to lower earnings contributions from all business units, including mobility, lifestyle and global businesses. Going forward, we expect core earnings to improve in 4Q22 on the seasonal high in petroleum sales volume and a potentially higher marketing margin. Maintain BUY. Target price: Bt33.00.
- Ariel Poh Yun Li
- Johnny Yum Chung Man
China Industrial Automation: New orders growth split among different p...
Due to the COVID-19 situation in China, the deteriorating global economy and a high base, we now expect automation names to report weak results in 2Q22. New orders growth remained strong, but we see a clear divergence among different products with industrial robots significantly outperforming other machine tools and upstream components. The bright side is that the chip supply shortage is easing which should help relieve the cost pressure. Maintain MARKET WEIGHT.
Raiffeisen Research Institutional Equity Daily 11.03.2022
AT: Oesterreichische Post - Q4 21 in line, muted outlook wording (neutral) AT: OMV - Borealis declined the binding offer of EuroChem for the acquisition of its fertilizer business (neutral) AT: OMV - OMV is considering building a waste sorting plant in Germany (neutral) CZ: Komercni Banka, Erste Group - Central bank to increase counter-cyclical capital buffer to 2.5% from April 22 (negative) HR: Hrvatski Telekom - Dividend proposal od HRK 8.00 per share (neutral) HR: Valamar Riviera ...
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