The Asia Trade Book for April 2025 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage.
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in March 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on dev...
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in February 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on ...
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in January 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on d...
In our inaugural Asia Monthly for 2025, we share our regional credit outlook for the year, with a focus on China, Macau, India and Indonesia. We also provide a review of 2024, in which we discuss the performance of major Asian credit indices and review UST curve movements for the year. In addition, we provide a recap of major news and macroeconomic releases in December 2024, summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well a...
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in November 2024. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on ...
The Asia Trade Book for November 2024 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage.
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in October 2024. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on d...
The independent financial analyst theScreener just lowered the general evaluation of COUNTRY GARDEN HOLDINGS (HK), active in the Real Estate Holding & Development industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date Ma...
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....
Two Directors at Country Garden Holdings Co bought 8,622,000 shares at between 9.738HKD and 9.745HKD. The significance rating of the trade was 67/100. 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 direc...
Country Garden reported full-year 2018 results with core profit attributable to shareholders of CNY 34 billion, up 38% year on year. The earnings are 7% higher than our estimate due to higher top line. The company declared full-year dividend of CNY 0.4884 per share, up 38% year on year, Revenue and gross profit totaled HKD 379 billion and HKD billion, up 67% and 74%, respectively, year on year. Gross margin reached 27%, slightly higher from a year ago. The higher top line was attributed to faste...
Country Garden reported full-year 2018 results with core profit attributable to shareholders of CNY 34 billion, up 38% year on year. The earnings are 7% higher than our estimate due to higher top line. The company declared full-year dividend of CNY 0.4884 per share, up 38% year on year, Revenue and gross profit totaled HKD 379 billion and HKD billion, up 67% and 74%, respectively, year on year. Gross margin reached 27%, slightly higher from a year ago. The higher top line was attributed to faste...
Country Garden reported full-year 2018 results with core profit attributable to shareholders of CNY 34 billion, up 38% year on year. The earnings are 7% higher than our estimate due to higher top line. The company declared full-year dividend of CNY 0.4884 per share, up 38% year on year, Revenue and gross profit totaled HKD 379 billion and HKD billion, up 67% and 74%, respectively, year on year. Gross margin reached 27%, slightly higher from a year ago. The higher top line was attributed to faste...
Country Garden achieved attributable contract sales of CNY 502 billion for the year, up 31% year on year. The increase was mostly due to higher GFA sold. The company changed the presentation of contract sales data from total to attributable during the second half of 2018. Total contact sales were likely lower than the company’s earlier goal of CNY 800 billion for the year. With a “downshift to a lower gear," and a renewed focus on quality over speed, the result was not surprising. We maintai...
Country Garden achieved attributable contract sales of CNY 502 billion for the year, up 31% year on year. The increase was mostly due to higher GFA sold. The company changed the presentation of contract sales data from total to attributable during the second half of 2018. Total contact sales were likely lower than the company’s earlier goal of CNY 800 billion for the year. With a “downshift to a lower gear," and a renewed focus on quality over speed, the result was not surprising. We maintai...
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