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....
CASETEK HOLDINGS (TW), a company active in the Electronic Equipment industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 4 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Positive. As of the analysis date October 9, 2020, the closing price was T...
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...
​We admit we were too optimistic on our Buy call, but expect Casetek to regain its earnings momentum starting in 4Q16F. We believe the key factors to watch will be MacBook (accelerating), smartphone projects (increasing visibility) and its margin outlook.
​Lower TP but reiterate BUY: Casetek’s share price has been moving sideways for the past two months to digest the impact of MacBook production delays. We believe this earnings downside is already priced in and the stock should rebound in 3Q16 as revenue momentum returns. We also believe its industry position & 2017 outlook are better vs. peers, due to MacBook casing upgrade and likely iPhone order gains in 2017. To reflect the MacBook delay and lower margins, we lower our 2016/17F EPS estima...
​We expect Casetek to regain sales momentum in 2Q16, driven by iPad shipment recovery and the ramp-up of new MacBook production. We revise our 2016/17F EPS estimates by -2%/-3%, but reiterate BUY and TP. With Casetek trading at 9x 2016F EPS, with 19% ROE and 29% YoY op. profit growth, we advise investors to use any share price weakness as a buying opportunity for new Apple product cycles. After a weaker than expected Jan-Feb, Casetek resumed its sales momentum in March by delivering NT$3.4 ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.