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Alembic Limited: 1 director bought

A director at Alembic Limited bought 360,453 shares at 57.736INR and the significance rating of the trade was 51/100. 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 b...

Aleksey Ryabushko ...
  • Fedor Kornachev

InterRAO - 3Q19 IFRS Results in Line; Awaiting New Strategy in 2Q20

Today, InterRAO reported 3Q19 IFRS results that were in line with our expectations. The management indicated during the earnings call that the status quo in terms of dividends, the treasury stake and cash pile is to be kept until a new strategy is announced in 2Q20. We treat the results and call as neutral for the stock and still see InterRAO as offering deep fundamental value, although whether that value materializes depends on the details of the new strategy.

Avadh Sugar & Energy Ltd: 1 director sold

A director at Avadh Sugar & Energy Ltd sold 500,000 shares at 256.000INR and the significance rating of the trade was 73/100. 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 na...

Faith Mwangi

Kenya Commercial Bank: Non-interest revenues lift earnings; still our top pick

KCB’s Q3 19 EPS grew 9% yoy to KES2.10. This was 15% above our expectations. Cumulatively to 9M 19, EPS grew 6% yoy. Performance in Q3 19 was supported by 21% yoy growth in non-interest revenues driven mainly by mobile banking revenue, which tripled yoy. This is in line to meet management’s target for FY 19 non-interest revenue growth of 20% yoy. Operating costs declined 1% yoy with the bank continuing its focus on cost management. Balance sheet growth was also high, with loans growing 12% yoy and deposits growing 11% yoy. In Q2 19, management mentioned a shift in strategy towards higher lendi...

Solenis Holdings LLC: Update to credit analysis

Our credit view of Solenis reflecting its leveraged balance sheet and acquisitive growth strategy.

Moody's upgrades Mercy Health Services, MD to Baa1; outlook to stable

Rating Action: Moody's upgrades Mercy Health Services, MD to Baa1; outlook to stable. Global Credit Research- 15 Nov 2019. New York, November 15, 2019-- Moody's Investors Service has upgraded Mercy Health Services, MD to Baa1 from Baa2 affecting approximately $404 million of debt outstanding.

ATF Bank: Update following ratings upgrade and change of outlook to stable from positive

Our credit view of ATF Bank, reflecting its improved loss-absorption capacity, but still-weak quality of assets and earnings.

Kiti Pantskhava

Helios Towers: Q3 review – incentives to call bonds in 2020

Helios Towers released its first financial results after the October IPO when the company raised US$125mn and its shareholders – US$235mn. Q3 was another quarter of solid revenue and EBITDA growth. There were no material changes in net leverage, but management’s M&A appetite could take it higher. The question is whether the company has sufficient financial flexibility to pursue its ambitious growth strategy, given the limitations of debt covenants. We think there are several incentives for calling the bonds in 2020: lower call price, reduction of borrowing costs, higher financial flexibility w...

Hornigold Reit S. A.: 1 director bought

A director at Hornigold Reit S. A. bought 1,200,000 shares at 0.250PLN and the significance rating of the trade was 57/100. 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...

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