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3I Infrastructure: 2 directors
A director at 3I Infrastructure bought 14,823 shares at 337p and the significance rating of the trade was 56/100. 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 ...
- Malaysia Research Team
- Vincent Khoo Boo Aik
Strategy - 2Q23 Results Season Winners
2Q23 Results Season Winners The 2Q23 reporting season should deliver a noticeable host of earnings winners, in part due to a meaningful rebound from the unusually disappointing 1Q23 which prompted a 5% downgrade in our 2023 earnings forecast for FBMKLCI. We expect >25% of our coverage universe to deliver appreciably stronger earnings qoq in 2Q23. We foresee significant upside for the key 2Q23 earnings winners, particularly for the gaming stocks, Alliance Bank, MrDIY, MYEG, VS Industry and Yinson...
7777 3-D MATRIX
4731 SCIENTEX
3IN 3I INFRASTRUCTURE PLC
MISC MISC BHD
YNS YINSON HOLDINGS BHD
GENT GENTING BHD
VSI V.S. INDUSTRY BERHAD
BST BERJAYA SPORTS TOTO BHD
KPJ KPJ HEALTHCARE BERHAD
MYEG MY EG SERVICES BHD
ABMB ALLIANCE BANK MALAYSIA BHD
GENM GENTING MALAYSIA BHD
SCI SCI E&C
HUME HUME INDUSTRIES BHD
RGB RGB INTERNATIONAL BHD
MRDIY MR DIY GROUP M BHD
FFNT 4FRONT VENTURES CORP
- Brian Moretta
- Mark Thomas
- Martin Hall
- Nigel Hawkins
The Hardman & Co Monthly: August 2023
Feature article: UK interest rates and “risk-free” gilts at their peak? Infrastructure stocks struggle Executive summary Infrastructure/Renewable Energy Funds ► The share price performances of the nine Infrastructure Investment Companies (IICs) and of the 22 Renewable Energy Infrastructure Funds (REIFs) have been dire over the past year. Undoubtedly, the sharp rise in interest rates has presented the sector with serious challenges, especially since the yield on “risk-free” 10-year gilts has r...
AVO ADVANCED ONCOTHERAPY
CLIG CITY OF LONDON INVESTMENT GROUP
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
RECI REAL ESTATE CREDIT INVESTMENTS
PIN PANTHEON INTERNATIONAL
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
HAT H&T GROUP
UKW GREENCOAT UK WIND PLC
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
APAX APAX GLOBAL ALPHA
3IN 3I INFRASTRUCTURE PLC
ICGT ICG ENTERPRISE TRUST
NESF NEXTENERGY SOLAR FUND
BSIF BLUEFIELD SOLAR INCOME FUND
JLEN JLEN ENVIRONMENTAL ASSETS GROUP
BBGI BBGI GLOBAL INFRASTRUCTURE
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
GSF GORE STREET ENERGY STORAGE FUND
HICL HICL INFRASTRUCTURE PLC
AERS AQUILA EUROPEAN RENEWABLES INCOME FUND
GRP GREENCOAT RENEWABLES
GRID GRESHAM HOUSE ENERGY STORAGE FUND
SEQI SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND
USFP US SOLAR FUND
ONEM 1LIFE HEALTHCARE
RNEP ECOFIN US RENEWABLES INFRASTRUCTURE TRUST
CORD CORDIANT DIGITAL INFRASTRUCTURE
DORE DOWNING RENEWABLES & INFRA TST PLC
HGEN HYDROGENONE CAPITAL GROWTH PLC
TEEC TRIPLE POINT ENRGY EFF INFRS CO PLC
HEIT HARMONY ENERGY INCOME TRUST PLC
PINT PANTHEON INFRASTRUCTURE PLC
ROOF ATRATO ONSITE ENERGY PLC
DGI9 DIGITAL 9 INFRASTRUCTURE PLC
TLEI THOMASLLOYD ENERGY IMPACT TRUST PLC
GSEO VICTORY HILL VH GLOBAL SUSTAINABLE ENERGY OPPORTUNITIES PLC
ORITL OCTOPUS RENEWABLES
SEIT SEEIT
FSFLL FORESIGHT SOLAR
L5M ATRATO ONSITE ENERGY
INPP INPP
DGI9L DIGITAL 9 INFRASTRUCTURE
- Damon Shen
- Jieqi Liu
China Property: Politburo softens tone on property sector, calling for...
For 50 cities, average weekly new home sales decreased by 30.9% yoy. For the 10 core cities, average weekly sales of second-hand homes dropped slightly by 12.9% yoy and the land market sentiment has diverged between Chengdu and Hangzhou. China’s Politburo on 24 July for the first time admitted the significant change in supply and demand relations, which implies a softer tone. We expect more demand-side policy easing to come. Maintain MARKET WEIGHT. COLI and CR Land remain our top picks.
- Damon Shen
- Jieqi Liu
China Property: Takeaways from Singapore/Kuala Lumpur marketing trip.
Our key takeaways from our marketing trip to Singapore and Kuala Lumpur on 5-9 Jun 23 are: a) key investors are concerned about the deterioration of buyers’ expectations (we think the new equilibrium might be healthier); b) policy is key, with higher volatility narrowing the trading range; and c) investors mainly look at SOEs but worry about potential placement. We think the current valuation is still attractive and implies low placement risks. Maintain MARKET WEIGHT. CR Land and COLI remain our...
- Nigel Hawkins
Hardman & Co Insight: Higher interest rates overshadow IIC/REIF prospe...
Hardman & Co Research’s focus is on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our Quoted UK Infrastructure and Renewable Energy – Prospects for 2023 publication, we have addressed the three key issues of recent months: higher inflation, extremely volatile power prices and rising interest rates.
UKW GREENCOAT UK WIND PLC
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
3IN 3I INFRASTRUCTURE PLC
NESF NEXTENERGY SOLAR FUND
BSIF BLUEFIELD SOLAR INCOME FUND
JLEN JLEN ENVIRONMENTAL ASSETS GROUP
BBGI BBGI GLOBAL INFRASTRUCTURE
GSF GORE STREET ENERGY STORAGE FUND
HICL HICL INFRASTRUCTURE PLC
GRP GREENCOAT RENEWABLES
GRID GRESHAM HOUSE ENERGY STORAGE FUND
SEQI SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND
USFP US SOLAR FUND
RNEP ECOFIN US RENEWABLES INFRASTRUCTURE TRUST
CORD CORDIANT DIGITAL INFRASTRUCTURE
DORE DOWNING RENEWABLES & INFRA TST PLC
HGEN HYDROGENONE CAPITAL GROWTH PLC
TEEC TRIPLE POINT ENRGY EFF INFRS CO PLC
HEIT HARMONY ENERGY INCOME TRUST PLC
PINT PANTHEON INFRASTRUCTURE PLC
DGI9 DIGITAL 9 INFRASTRUCTURE PLC
GSEO VICTORY HILL VH GLOBAL SUSTAINABLE ENERGY OPPORTUNITIES PLC
ORITL OCTOPUS RENEWABLES
SEIT SEEIT
FSFLL FORESIGHT SOLAR
L5M ATRATO ONSITE ENERGY
INPP INPP
DGI9L DIGITAL 9 INFRASTRUCTURE
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Global Equity Strategy
Int'l Equity Strategy Global equities staged an impressive rally over the first four months of 2019. The nearly unabated advance allowed the broad major indexes (MSCI ACWI, ACWI ex-US, and EAFE) to break topside critical 14-month downtrends which began in January 2018. Heading into May, YTD uptrends were ubiquitous and market participants were generally of the belief that a US-China trade deal was a foregone conclusion. Then came Trump's May 5th tweets claiming China was attempting to renegotia...
SGE SAGE GROUP PLC
TEMN TEMENOS AG
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
JDW J D WETHERSPOON PLC
AFX CARL ZEISS MEDITEC AG
DEMANT DEMANT A/S
SDR SCHRODERS PLC
HCLTECH HCL TECHNOLOGIES LIMITED
QSR RESTAURANT BRANDS INTERNATIONAL INC
00019 SWIRE PACIFIC LIMITED CLASS A
AGL AUTOGRILL S.P.A.
TATACONSUM TATA CONSUMER PRODUCTS LIMITED
4680 ROUND ONE CORPORATION
9684 SQUARE ENIX HOLDINGS CO. LTD.
000080 HITE JINRO
HEXAWARE HEXAWARE TECHNOLOGIES
CPR DAVIDE CAMPARI-MILANO N.V.
BVIC BRITVIC PLC
DIM SARTORIUS STEDIM BIOTECH SA
9749 FUJI SOFT
600519 KWEICHOW MOUTAI CO. LTD. CLASS A
9766 KONAMI HOLDINGS CORP
2317 SYSTENA CORPORATION
9759 NSD
4661 ORIENTAL LAND CO. LTD.
3083 CHINESE GAMER INTERNATIONAL CORP.
TCS TATA CONSULTANCY SERVICES LIMITED
3769 GMO PAYMENT GATEWAY INC.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CCH COCA-COLA HBC AG
3IN 3I INFRASTRUCTURE PLC
INVE A INVESTOR AB A
SAP SAP SE
CDI CHRISTIAN DIOR SE
VIFN VIFOR PHARMA AG
OTEX OPEN TEXT CORPORATION
SL. STANDARD LIFE ABERDEEN PLC
Ford Equity International Rating and Forecast Report
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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