A director at British American Tobacco bought 5,000 shares at 30.606USD and the significance rating of the trade was 64/100. 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 yea...
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...
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...
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).
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...
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...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
GREATER CHINA Economics Trade: Zero-COVID policy further threatens key growth engine. Sector Automobile: Weekly: COVID-19 containment measures disrupted auto supply chain more severely than expected. Maintain OVERWEIGHT. Top picks: BYD, CATL and Ganfeng. INDONESIA Results Mitra Adiperkasa (MAPI IJ/BUY/Rp890/Target: Rp1,100): 4Q21: Significantly above expectations with the highest quarterly profit in the past five years. MALAYSIA Sector Oil & Gas: Pressures on Japan to consider substituting Rus...
GREATER CHINA Sector Automobile: Weekly: Sales reined in by resurgence of COVID-19 cases in 10-16 Jan 22. Maintain OVERWEIGHT. Top picks: BYD, CATL, Ganfeng, Xusheng and Nexteer. Banking: Key lending rate reduced; asset quality remains the key concern. Internet: Eyes on the big picture for China’s digital economy. INDONESIA Update Waskita Karya (WSKT IJ/BUY/Rp580/Target: Rp990): Recovery story with a healthier balance sheet and high-quality project profile. MALAYSIA Results Sentral REIT (SENTR...
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