Ashmore Share Discussion Threads

[liquidkid] 21/1/2011 11:08

Their funds are underperforming the benchmarks albeit slightly, but huge amounts being pumped their way - $5bn in three months. Alot from the Asia retail product.

[leedskier] 14/1/2011 07:57

Deutche Bank has flagged it as buy this morning too.

[nellie1973] 13/1/2011 14:19

I hate to mention it but another upgrade!

[old joe1] 13/1/2011 10:29

Full broker forecasts look very encouraging......

Ashmore Group PLC

FORECASTS 2011 2012
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Peel Hunt
11-01-11 HOLD 225.45 23.04 14.00 246.09 25.16 15.00
Arden Partners [R]
07-01-11 BUY 189.27 19.00 12.00
Numis Securities Ltd
07-01-11 ADD 216.80 22.60 13.50 241.30 25.40 15.00
Keefe Bruyette & Woods Ltd
04-01-11 OUTP 25.30 17.70 27.20 19.00
Execution Noble
16-11-10 BUY 229.91 23.30 14.73 260.56 26.41 17.88
Evolution Securities Ltd
15-10-10 ADD 231.10 23.70 14.00 248.80 25.60 15.00
Singer Capital Markets Ltd
15-10-10 BUY 234.40 24.30 14.00 268.40 27.80 15.00
Canaccord Genuity Ltd
15-10-10 HOLD 225.40 23.10 14.00 257.80 26.40 16.00

2011 2012
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 226.04 23.60 14.66 252.16 26.20 16.22
1 Month Change 0.19 0.05 0.02 -0.76 -0.04 0.00
3 Month Change 1.87 0.57 0.89 10.64 1.30 1.27


GROWTH
2010 (A) 2011 (E) 2012 (E)

Norm. EPS 40.78% 4.84% 11.02%
DPS 0.00% 22.17% 10.63%

INVESTMENT RATIOS
2010 (A) 2011 (E) 2012 (E)

EBITDA £210.00m £224.84m £249.06m
EBIT £208.70m £220.17m £247.75m
Dividend Yield 3.50% 4.28% 4.74%
Dividend Cover 1.88x 1.61x 1.62x
PER 15.22x 14.51x 13.07x
PEG 0.37f 3.00f 1.19f
Net Asset Value PS 49.09p 62.80p 76.40p

[old joe1] 13/1/2011 10:15

Going very well here today nellie.

[old joe1] 13/1/2011 10:15

Upgrade......

10-Jan-11 Canaccord Genuity Buy 340.00p 415.00p - Upgrade

415p share price Target.

[nellie1973] 10/1/2011 12:59

And another one!

[nellie1973] 03/12/2010 14:53

Broker upgrade today

[bluebelle] 01/12/2010 10:22

Any reason for the recent weakness ?

[richardbroughton] 14/10/2010 20:54

This is a great company and the share price could keep going and going! well off the radar of most PI's tho'.

[nellie1973] 21/9/2010 19:05

Broker upgrade

[billfc] 14/9/2010 11:20

Good to see I am not the only fan!

[richardbroughton] 14/9/2010 08:40

Agreed CR, This is a great company, heading for the FTSE 100 I think. Seems to be off the radar for many PI's, very quiet board here. Great way to get exposure to emerging markets.

[cockneyrebel] 14/9/2010 08:10

Rather good results and breaking out on them.

Nice divi too.

CR

[richardbroughton] 22/7/2010 15:49

281 looks like a sticking point, if can get past this could go to 300 plus.

[liquidkid] 19/7/2010 09:50

Ashmore retained as BUY by Execution Noble - t/p raised to 309p
By BFN News | 09:06 AM | Monday 19 July, 2010

[liquidkid] 14/7/2010 11:17

It will take a while to reflect in the share price but +7% in FUM is huge. Hoovering in almost $3bn in 3 months shows where all the surplus institutional cash in the market is going i.e. this way.
£90mn performance fees + £200mn management fees on a capitalisation of just £2bn seems a bit out.

[tamboerskloof] 31/12/2009 22:56

...13 January 2010 Q2 Trading Statement is due. Watch this space!

[saltaire111] 27/8/2009 22:32

Not sure why we got hit so badly today. Guess it is down to soft Far East markets.

[rogerbridge] 08/8/2009 20:45

In these ans CCAP, for similar reasons.

[saltaire111] 07/8/2009 21:09

I've made more money here than on BARC, KAZ, ANTO, LLOY, XTA, etc.etc. yet this thread is bloody dead.

Oh, well. I'll keep topping up on ASHM and the rest of you can make pennies elsewhere!!!!!


Salty.

[saltaire111] 01/8/2009 21:14

boy, this thread is dead. great company though. where is everyone?

[saltaire111] 31/3/2009 09:47

I've bought into Ashmore for some exposure to emerging markets. Valuations are all over the place at present but one thing is for sure: there is real value in the emerging economies and Ashmore is, in my view, a good route to EM exposure with good risk diversification.