Two Directors at WAM Capital Limited bought 38,905 shares at between 1.525AUD and 1.528AUD. The significance rating of the trade was 68/100. 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 ...
A director at Wam Leaders Limited maiden bought 25,000 shares at 1.460AUD and the significance rating of the trade was 68/100. 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 y...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Upgrading Financials To Overweight; Downgrading Communications To Market Weight We continue to see a steady flow of risk-on signals that have us moving toward an outright bullish outlook for the broad US equity market. Below we discuss several bullish developments that leads us to believe we are close to exiting the "mixed market environment" that we have referenced since late March. Financials, Copper, US Dollar. These three areas were a primary focus in last week's Compass, and they have sin...
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....
KKR AND (US), a company active in the Asset Managers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date March 9, 2021, the closing price was USD 47.07 and its potential was esti...
Full Report can be accessed on Evans & Partners LITs Cease Trading on the ASX During January, three of the Evans & Partners LITs ceased trading on the ASX after unitholders voted in favour of transitioning the fund from a LIT structure to an open-ended unit trust. The three LITs that ceased trading were the Evans & Partners Asia Fund (ASX: EAF), Evans & Partners Global Flagship Fund (ASX: EGF) and Evans & Partners Global Disruption Fund (ASX: EGD). The decision to delist the funds and transit...
SECONDARY OFFER OVERVIEW On 23 October 2019, Pengana Capital Group Limited (ASX: PCG) announced its intention to offer additional units in the Pengana Private Equity Trust (ASX: PE1) in the first quarter 2020 period (‘Secondary Offer’). The rationale of the Secondary Offer was to satisfy strong latent and realised secondary demand as well as improve the degree of secondary market liquidity in the Trust. The Secondary Offer comprises an offer of up to 345.4m units at a subscription price equ...
LONDON--(BUSINESS WIRE)-- KKR, a leading global investment firm, announces today the signing of a definitive agreement under which a consortium formed by AXA Investment Managers - Real Assets, acting on behalf of its clients (“AXA IM – Real Assets”) and Crédit Agricole Assurances will acquire European Locomotive Leasing (“ELL”), a leading pan-European provider of electric locomotive leasing solutions. ELL was established in early 2014 by founder and CEO Christoph Katzensteiner together with KKR’s first Infrastructure fund, KKR Global Infrastructure Investors. The investment rationale was to ...
The Listed Managed Investment (LMI) Indicative NTA Report tracks the indicative movement of a LMIs pre-tax NTA throughout the month by monitoring the movements in the disclosed holdings and using an index to track the movement of the remainder of the portfolio. We note that the indicative NTA is only an estimate based on the information provided by the LMIs. The indicative NTA is most accurate for those companies/trusts that have a highy concentrated portfolio, disclose a large percentage of the...
The Listed Managed Investment (LMI) Indicative NTA Report tracks the indicative movement of a LMIs pre-tax NTA throughout the month by monitoring the movements in the disclosed holdings and using an index to track the movement of the remainder of the portfolio. We note that the indicative NTA is only an estimate based on the information provided by the LMIs. The indicative NTA is most accurate for those companies/trusts that have a highy concentrated portfolio, disclose a large percentage of the...
KKR Launches its Credit Income Fund US Investment Group KKR launched an IPO for a new listed investment trust, the KKR Credit Income Fund (ASX: KKC), and is seeking to raise up to $925m. The offer size was increased from a previous maximum of $825m due to strong demand under the cornerstone and broker firm offers. Given the strong demand the offer closed on 16 October, 2019, just two days after opening. The shares are expected to start trading on the ASX on 21 November. KKC, which will invest in...
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