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Carole Braudeau

Morning Crédit 19/08/2019

S&P et Fitch ont dégradé le rating de l’Argentine à respectivement B- et CCC.>...

Daily RAG: "Move Opportunistically LONG - price action has shifted/models firmly remain onside"

Daily RAG 19th August 2019

ING
Job Veenendaal

Euro Quantitative Credit Pack

CDS Performance, Sector Performance and Events Calendar Euro Credit asset swap spreads and performance

2 directors bought

Two Directors at MyCelx Technologies Corp bought 458,182 shares at 55p. 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 years clearly showing Close periods where trading activity is restricted under listing rules. The names o...

1 director sold

A director at L&T Finance Holdings Ltd sold 26,400 shares at 102.440INR and the significance rating of the trade was 53/100. 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 nam...

ING
Ciprian Dascalu ...
  • Valentin Tataru

Briefing Romania

RON600 million up for sale in Aug-2022 auction

1 director bought

A director at H+H International bought 1,961 shares at 102.000DKK and the significance rating of the trade was 53/100. 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 ...

ING
Research Department

Benelux Morning Notes

Heijmans: Results preview; just is good enough for us

Moody's - Sustained sugar price recovery is critical for an improvement in Suedzucker’s credit quality

Sugar prices above €345 a tonne in the next campaign will help Suedzucker to improve its credit quality and maintain its rating, although how much sugar prices will recover remains uncertain

Cagdas Dogan

BGC Partners: TURKEY - Retail sales volume continues to recover in June...

According to Turkstat, retail sales volume registered a 3.8% y/y contraction in June in unadjusted terms; while the calendar-adjusted figure contracted by 1.2% y/y in June, lower than the 3.3% y/y drop in May. We should note that June in 2019 had three less working days compared to June of 2018, which inflated the drop in the unadjusted figures

1 director bought

A director at Naspers Limited bought 123 shares at 3,404.892ZAR and the significance rating of the trade was 53/100. 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 bo...

Harald Eggeling ...
  • Roland Pfaender

ODDO BHF GERMAN MORNING NEWS – DETAILED COMMENTS 08.19.2019

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SA Investment Strategy | Contrarian Value: Screening for stocks trading similar to 2009 levels: Tactical upgrade in SA Banks

Historically, in a slowdown phase of the US yield curve, with soft economic data and monetary loosening, SA sectors including Telecoms (MTN), Platinum (Sibanye), Healthcare (Netcare), Life Insurance (Old Mutual), Food Retail (Shoprite) have been the best outperformers, while they currently appear oversold. We see a tactical opportunity to upgrade SA Banks (SBK, NED, ABG) to Overweight with current valuations similar to 2009 levels. Should earnings growth fall by 15% for SA Banks in the next 12 months (which appears unlikely to us), SA Banks' 12m forward PE multiples should re-rate in-line with...

Roland Pfaender

BayWa AG : Q2 2019 op. profit in line; bottom line burdened by high financial expenses

>Q2 2019 EBIT ahead of our estimate, but bottom line burdened by higher than expected financial expenses (project financing & IFRS 16) - Following BayWa’s Q2 2019 results release, we have revisited our estimates: BayWa reported Q2 2019 group EBIT of € 66.0m (down 10% yoy), slightly ahead of our € 64.0m estimate. (H1 2019 EBIT: € 52.3m, up 63% yoy; € 7m uplift from IFRS 16). BayWa’s Q2 2019 German agri supply and trade business surprised positively based on volume and ...

1 director maiden bought

A director at Pharmswellbio Co Ltd maiden bought 91,850 shares at 2,172.967KRW and the significance rating of the trade was 77/100. 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. ...

Charl Wolmarans ...
  • Kevin Mattison

Tencent | Respawned

Tencent's gaming growth accelerated to deliver its quickest quarterly growth (11% y/y) since the gaming monetisation freeze started in early 2018. In addition, the Group launched ten new mobile games during the quarter. However, concerns about the US-China trade war continues to influence Tencent (-14% since 2019 high in Apr '19) in line with global tech peers. Tencent's continued focus on expenses which protects margins is encouraging. The Group has refined its focus on its existing portfolio, implying a slowing in its investment portfolio which we value at USD c.75bn. We believe the drawdown...

1 director bought

A director at Maharashtra Seamless bought 127,103 shares at 399.662INR and 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 directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The name...

1 director bought

A director at Aboitiz Equity Ventures Inc bought 311,000 shares at 49.438PHP and the significance rating of the trade was 61/100. 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. Th...

Ole-Andreas Krohn

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