Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
In a highly volatile period for the luxury sector, the Italian Luxottica Group seems to be the most promising . The aftermath of the terrorist attacks in Paris and Brussels weighed heavily on the sector’s first quarter results. After March only Luxottica Group has been upgraded to “outperform†by analysts. We divide our report in 3 sectors: - ratio summary - peer group confrontation - next 90/180 days share price movement forecasting using our proprietary “Evidence Based Performance ...
ESSILORLUXOTTICA - BUY | EUR128 vs. EUR132 (+26%) A little bit more patience until September... Prudent FY19 sales outlook: +3.5-5% FX-n vs. +3.2% in FY18 FY19 earning guidance is also conservative MT synergy target likely to revised up in our view No near-term catalysts but MT growth profile remains intact
The independent financial analyst theScreener just lowered the general evaluation of LUXOTTICA (IT), active in the Clothing & Accessories industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 4, 2019, the closing price was EUR 51....
La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 56,78 €. La rupture du support à 53,20 € invaliderait cette tendance.
We retain our wide moat rating and fair value estimate of EUR 127 per share for EssilorLuxottica, as the companies have reported third-quarter results broadly in line with expectations and confirmed full-year guidance. The call was given for the Essilor business only, as the merger process is under way, while the joint EssilorLuxottica shareholders' meeting, with an update on integration and common goals, is expected on Nov. 29. At Essilor, performance accelerated in the third quarter, resultin...
We retain our wide moat rating and fair value estimate of EUR 127 per share for EssilorLuxottica, as the companies have reported third-quarter results broadly in line with expectations and confirmed full-year guidance. The call was given for the Essilor business only, as the merger process is under way, while the joint EssilorLuxottica shareholders' meeting, with an update on integration and common goals, is expected on Nov. 29. At Essilor, performance accelerated in the third quarter, resulting...
Big Picture: Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index... see chart below. In today's report we take a bottoms-up view on developed ex-U.S. equities, highlighting stocks that present attractive buy opportunities right here, right now. Note: This is part one of a two-part series, where we focus on actionable stocks within the Services, Consumer Discretionary, Consumer Staples, Energy, and Financials Sectors. W...
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