reports
British American Tobacco: 1 director
A director at British American Tobacco bought 3,275 shares at 3,200p 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 last two years ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Near-Term Downside Likely Following False Breakouts Our long-term outlook remains bullish as long as the S&P 500 remains above 5770-5850 and 5600-5670 (worst case), and we are buyers at these levels. With that said, we see potential for near-term downside as the S&P 500, Nasdaq 100 (QQQ), and FANG+ (FNGS) (1) could not decisively break out to new highs, (2) display bearish false breakouts, (3) have fallen back into their 2+ month trading ranges, (4) are violating their 1+ month uptrends, and (5...
LLY ELI LILLY AND COMPANY
CFSL COCA-COLA FEMSA SAB DE CV (ADR)
JNJ JOHNSON & JOHNSON
BMY BRISTOL-MYERS SQUIBB COMPANY
AKOB EMBOTELLADORA ANDINA S.A. SERIES B ADS
FMX FOMENTO ECONOMICO MEXICANO S.A.B. DE C.V. ADS
BMTA BRITISH AMERICAN TOBACCO PLC ADS
PM PHILIP MORRIS INTERNATIONAL INC.
ABBV ABBVIE INC.
CCHGY COCA-COLA HBC AG
ABT ABBOTT LABORATORIES
AZN ASTRAZENECA PLC ADS
GSK. GLAXOSMITHKLINE PLC CEDEAR
IMBBY IMPERIAL BRANDS PLC
- MarketLine Department
US Smokeless Tobacco Co - Company Profile and SWOT Analysis
Summary US Smokeless Tobacco Co - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights US Smokeless Tobacco Co (USSTC), a subsidiary of Altria Group, Inc, produces, markets and sells moist smokeless tobacco products. The company's smokeless product portfolio comprises premium bran...
- Arsit Pamaranont
- Damon Shen
- Jieqi Liu
- Jo Yee Ng
- Johnny Yum
- Jonathan Koh
- Kitpon Praipaisarnkit
- Krit Tanarattananon
- Nurul Nazira Binti Abdullah
- Stevanus Juanda
Regional Morning Notes - Thursday, October 17, 2024
GREATER CHINA Strategy Hong Kong Developers And Hong Kong Landlords: Takeaways of 2024 Hong Kong Policy Address. INDONESIA Strategy New Cabinet Members For 2024-29: Our top picks: ASII, NCKL, BBNI, BBTN, BSDE, CTRA, BBYB, SIDO, CMRY, and ACES. We have an end-24 target of 8,000 for the JCI. MALAYSIA Update British American Tobacco (ROTH MK/HOLD/RM7.50/Target: RM6.93): Cloudy outlook amid downtrading and regulatory navigation. SP Setia (SPSB MK/BUY/RM1.31/Target: RM1.95): Battersea worries fade:...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrading Consumer Staples, Real Estate, and Health Care to Overweight; List of Concerns Continues to Grow Our long-term outlook remains neutral on the S&P 500 (SPX) as of our 8/6/24 Compass, after being bullish since early-November 2023. In late-July (7/30/24 Compass) we discussed expectations for a 1- to 4-month pullback/consolidation period on the SPX and Nasdaq 100 (QQQ), and at this point it seems likely to last closer to four months, and potentially 4- to 6-months from our selected 7/17/2...
VGR VECTOR GROUP LTD.
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
THC TENET HEALTHCARE CORPORATION
PSA PUBLIC STORAGE
MO ALTRIA GROUP INC
HCA HCA HEALTHCARE INC
CUBE CUBESMART
CYH COMMUNITY HEALTH SYSTEMS INC.
NSA NATIONAL STORAGE AFFILIATES TRUST
BMTA BRITISH AMERICAN TOBACCO PLC ADS
TPB TURNING POINT BRANDS
PM PHILIP MORRIS INTERNATIONAL INC.
IMBBY IMPERIAL BRANDS PLC
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Downgrading Outlook to Neutral; Upgrading Real Estate and Consumer Staples We are downgrading our long-term outlook to neutral (had been bullish since early-November 2023) due to rapidly deteriorating market dynamics; we still believe the S&P 500 is going through a 1- to 4-month consolidation phase, but odds have increased that this consolidation phase could be a topping pattern. The S&P 500 is initially holding at our expected pullback zone of 5100-5191 that we discussed last week (7/30/24 Com...
UE URBAN EDGE PROPERTIES
SPG SIMON PROPERTY GROUP INC.
ROIC RETAIL OPPORTUNITY INVESTMENTS CORP.
REG REGENCY CENTERS CORPORATION
O REALTY INCOME CORPORATION
NNN NATIONAL RETAIL PROPERTIES INC.
MO ALTRIA GROUP INC
KIM KIMCO REALTY CORPORATION
GTY GETTY REALTY CORP.
BRX BRIXMOR PROPERTY GROUP INC.
FCPT FOUR CORNERS PROPERTY TRUST INC.
BMTA BRITISH AMERICAN TOBACCO PLC ADS
COKE COCA-COLA CONSOLIDATED INC.
PM PHILIP MORRIS INTERNATIONAL INC.
JSDA JONES SODA (US)
EPRT ESSENTIAL PROPERTIES REALTY TRUST
PRMW PRIMO WATER CORPORATION
FRT FEDERAL REALTY INVESTMENT TRUST
- Damon Shen
- Jack Goh Tooan Orng
- Jack Lai Yuan Khai
- Jieqi Liu
- Jonathan Koh
- Kitpon Praipaisarnkit
- Limartha Adhiputra
- Stevanus Juanda
- Tanaporn Visaruthaphong
Regional Morning Notes - Wednesday, February 07, 2024
GREATER CHINA Sector Hong Kong Property: CCL Index stabilises in Jan 24; channel checks on implementation of easing measures on non-PR buyers. INDONESIA Update Bumi Serpong Damai (BSDE IJ/BUY/Rp1,035/Target: Rp1,420): Growing elegantly with solid marketing sales. United Tractors (UNTR IJ/SELL/Rp22,800/Target: Rp20,000): Small downward adjustment to Pama’s fees could impact 2024 NPAT. MALAYSIA Results British American Tobacco (ROTH MK/BUY/RM9.08/Target: RM10.40): 4Q23: Results met expectation...
- Ariel Poh Yun Li
- Bella Lu Yifei
- Carol Dou Xiao Qin
- Chong Lee Len
- Greater China Research Team
- Jacquelyn Yow Hui Li
- Jo Yee Ng
- Johnny Yum Chung Man
- Jonathan Koh
- Kate Luang
- Ken Lee
- Kitpon Praipaisarnkit
- Leow Huey Chuen
- Philip Wong
- Shirley Wang Xueyi
- Stella Guo Yuting
- Stevanus Juanda
- Sunny Chen
- Ziv Ang Sze Champ
Regional Morning Notes - Tuesday, October 31, 2023
GREATER CHINA Strategy Small-Mid Cap Biweekly: Pet food exports on track for recovery; beneficiary: Yantai China Pet Food. Results BYD Company (1211 HK/BUY/HK$246.20/Target: HK$630.00): 3Q23: Earnings up 82% yoy and 53% qoq, in line. Maintain BUY. Target price: HK$630.00. China Construction Bank (939 HK/BUY/HK$4.48/Target: HK$6.00): 3Q23: Results in line; earnings up 2.6% on lower credit costs. China Merchants Bank Co. (3968 HK/BUY/HK$30.30/Target: HK$45.00): 3Q23: Results miss; longer wait need...
2308 DELTA ELECTRONICS INC.
AALI ASTRA AGRO LESTARI
601899 ZIJIN MINING GROUP CO. LTD. CLASS A
002594 BYD COMPANY LIMITED CLASS A
600036 CHINA MERCHANTS BANK CO. LTD. CLASS A
601939 CHINA CONSTRUCTION BANK CORPORATION CLASS A
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
000333 MIDEA GROUP CO. LTD. CLASS A
1099 SINOPHARM GROUP CO LTD
CDREIT CDL HOSPITALITY TRUSTS
709 GIORDANO INTERNATIONAL LTD
TDC TIME DOTCOM BHD
BUKA BUKALAPAK.COM PT TBK
830 CHINA STATE CONSTRUCTION DEVELOPMENT HOLDINGS LTD
CMRY PT CISARUA MOUNTAIN DAIRY TBK
CLAS CAPITALAND ASCOTT TRUST
- Jonathan Koh
ASEAN Economics: Quarterly ASEAN Outlook - Gingerly Seeking Value And ...
There are near-term headwinds as regional markets grapple with higher interest rates and bond yields. Growth in ASEAN is supported by a shift of supply chain to ASEAN. BUY reopening plays CLAS (Target: S$1.39), MAHB (Target: RM7.53) and RFMD (Target: S$1.90). BUY defensive consumer staples BAT (Target: RM14.40), CPALL (Target: Bt78), KLBF (Target: Rp2,400) and OR (Target: Bt29.00). BUY yield plays BMRI (Target: Rp5,750), OCBC (Target: S$17.50) and SCB (Target: Bt244).
- Benjaphol Suthwanish
- Hazmy Hazin
- Julia Pan Mengyao
- Kampon Akaravarinchai
- Philip Wong
- Roy Chen Chengzhi
- Tanaporn Visaruthaphong
Regional Morning Notes - Thursday, May 18, 2023
GREATER CHINA Results Tencent Holdings (700 HK/BUY/HK$342.80/Target: HK$435.00): 1Q23: Strong online game and ad recovery; accelerating earnings growth. MALAYSIA Results SP Setia (SPSB MK/BUY/RM0.62/Target: RM0.82): 1Q23: Within expectations. On track to achieve full-year sales target of RM4.2b, supported by resilient local demand and higher contributions from projects in Australia. Update British American Tobacco (ROTH MK/BUY/RM10.82/Target: RM16.05): On the cusp of launching its nicotine vapi...
- Jonathan Koh
ASEAN Economics: Quarterly ASEAN Outlook - Confronting A Slowdown With...
Economic growth has slowed but interest rates have peaked. Tighter credit conditions caused by the mini banking crisis in the US and Europe could moderate inflation. Growth in ASEAN is supported by China’s reopening. BUY reopening plays CLAS (Target: S$1.39), GENM (Target: RM3.50) and MLT (Target: S$1.99). BUY energy plays PTTEP (Target: Bt174), SCI (Target: S$4.64) and YNS (Target: RM3.95). BUY defensive consumer staples BAT (Target: RM16.05), CPALL (Target: Bt78), HMSP (Target: Rp1,700) and KL...
U96 SEMBCORP INDUSTRIES LTD.
KLBF PT KALBE FARMA TBK
BMRI PT BANK MANDIRI (PERSERO) TBK
YNS YINSON HOLDINGS BHD
MLT MAPLETREE LOGISTICS TRUST
PTTEP-R PTT EXPLORATION & PRODUCTION PCL NVDR
HMSP HM SAMPOERNA TBK PT
CPALL TB CP ALL
GENM GENTING MALAYSIA BHD
SCB-R SIAM COMMERCIAL BANK PCL NVDR
CLAS CAPITALAND ASCOTT TRUST
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