A director at Shenzhen Senior Technology Material Co Ltd bought 200,000 shares at 16.790CNY 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 o...
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....
We visited Senior’s headquarters in Shenzhen. It is one of the leading players in the separator industry. From 2020 onwards, the company has been expanding its capacity aggressively and securing equipment supply with ample downstream orders on hand. Its margins are widening thanks to optimisation of client mix and a rise in utilisation. We remain positive on the overall
KEY HIGHLIGHTS Results CSPC Pharmaceutical Group (1093 HK/BUY/HK$11.56/Target: HK$15.00) 1Q21: Earnings surged 63.3% yoy; transforming into a true drug innovator. Sino Biopharmaceutical (1177 HK/BUY/HK$9.05/Target: HK$13.00) 1Q21: Adjusted net profit above estimates; SinoVac continues to support robust earnings expansion. Update Shenzhen Senior Technology Material (300568 CH /NOT RATED/Rmb37.55) Company site visit takeaways: Turnaround in 2021 and robust growth beyond. TRADERS’ CORNER Tech...
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