Investec PLC

Investec is an international specialist bank and asset manager that provides a range of financial products and services in three principal markets, U.K. and Europe, South Africa and Asia/Australia as well as certain other countries. Co. has three main areas of activity: Asset Management, which provides investment capabilities through active segregated mandates or mutual funds to clients; Wealth & Investment, which provides investments and savings, pensions and retirement, and financial planning; and Specialist Banking, which provides services for both personal and business needs right across Investment, Corporate and Institutional Banking, and Private Banking activities.
  • Ticker11RW
  • ISINGB00B17BBQ50
  • ExchangeJohannesburg Stock Exchange
  • SectorFinancial Services
  • CountrySouth Africa

Analysts

1 director sold

A director at Investec Plc sold 200,000 shares at 485p and the significance rating of the trade was 75/100. 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 years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Investec plc: Update to credit analysis

Our credit view of Investec plc, reflecting the strengths and weaknesses of its banking franchise and asset management business.

Investec plc: Update to credit analysis

Our credit view of Investec plc, reflecting the strengths and weaknesses of its banking franchise and asset management business.

Investec plc: Investec’s demerger and public listing of its asset management division is credit negative for Investec plc

The spinoff will reduce the group's business diversification and residual equity at failure.

Investec plc: Key Facts and Statistics - FYE March 2018

A summary company profile, detailing Investec plc’s business operations and financial highlights.

Investec plc: Semi Annual Update

Our credit view of Investec plc, reflecting our assessment of its banking franchise and asset management business.

Investec plc: Key Facts and Statistics - FYE March 2017

FINANCIAL INSTITUTIONS ISSUER PROFILE 19 October 2017 TABLE OF CONTENTS Company Overview 1 Financial Highlights 2 Business Description 2 Distribution Channels 4 Ownership Structure 4 Subsidiaries and Associates 5 Company Management 5 Company History 7 Subsidiaries Rated by Moody’s

Investec | Investec 2.0

Investec's announcement to de-merge and separately list Investec Asset Management (IAM) can unlock value for shareholders. We believe the decision is a turning point for the Group's prospects. In our view, the separation will force Investec Group (excluding IAM) to improve its profitability and payout ratio.

Harry Botha ...
  • Mark Hodgson

Investec | Proxy voting and governance recommendation

Please find our governance analysis and proxy voting recommendation for Investec PLC/Ltd in this note, ahead the AGM on the 8th of August 2018.

David Talpert

Investec | Operationally sound

Investec's FY ‘18f pre-close guidance highlighted positive operational trends, with GBP4.2bn net flows in Asset Management and 10% neutral currency core advances growth. While overall operating profit guidance (flat YoY) was disappointing, accelerated write-offs in the UK legacy portfolio (c.5% drag vs. our forecast) drove this outcome. In our view, the accelerated write-offs do not have a material impact on the Group valuation. Therefore, the pre-close guidance was positive overall. We believe the c.8% decline in the share price since the update represents a buying opportunity.

David Talpert

Avior Financials | SNT | OML | LBH | MMI | SARB | ASISA | INP | CML | TCP | JSE

In this weeks Avior Financials note we analyse: • OML: The results of Old Mutual Plc's debt offer and the implications for distributable capital. • LBH: Liberty Holding's nine-month operational update and investor conference call. • MMI: MMI Holding's Q1'18 operational update and investor conference call. • The South African Reserve Banks' recently released directive on the implementation of IFRS 9. • • The ASISA Q3'17 asset management fund flows. • INP: Investec's H1'18 results (report summary). • CML: CML's FY'17 results (report summary). • JSE: The JSE's trading statistics to 24 Nov '17. ...

1 director sold

A director at Investec Plc sold 200,000 shares at 485p and the significance rating of the trade was 75/100. 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 years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Ford Equity International Rating and Forecast Report

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 each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Investec PLC - Proxy report - 08/08/2018

The Company operates a dual listed company structure. Standard UK shareholder rights apply to Investec plc shareholders. Investec Ltd is incorporated and listed in South Africa. A Special Voting Share enables the shareholders of Investec plc to vote on the resolutions proposed at meetings of Investec Ltd, and has the equivalent number of votes as the number of ordinary shares in issue of Investec Ltd as at the meeting date. For this reason, we have provided voting recommendations for those resolutions proposed to Investec Plc shareholders and Investec Ltd shareholders. Leadership Changes As ...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 10/08/2017

The Company operates a dual listed company structure. Standard UK shareholder rights apply to Investec plc shareholders. Investec Ltd is incorporated and listed in South Africa. A Special Voting Share enables the shareholders of Investec plc to vote on the resolutions proposed at meetings of Investec Ltd, and has the equivalent number of votes as the number of ordinary shares in issue of Investec Ltd as at the meeting date.  For this reason, we have provided voting recommendations for those resolutions proposed to Investec Plc shareholders and Investec Ltd shareholders. Items 1 - 14: Re-elect ...

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