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ASHM Ashmore Group Plc

196.50
1.50 (0.77%)
Last Updated: 16:12:21
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Ashmore Group Plc LSE:ASHM London Ordinary Share GB00B132NW22 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.50 0.77% 196.50 196.20 196.50 200.20 193.80 195.20 691,523 16:12:21
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Mgmt Invt Offices, Open-end 193.2M 83.3M 0.1169 16.81 1.4B
Ashmore Group Plc is listed in the Mgmt Invt Offices, Open-end sector of the London Stock Exchange with ticker ASHM. The last closing price for Ashmore was 195p. Over the last year, Ashmore shares have traded in a share price range of 157.90p to 255.20p.

Ashmore currently has 712,740,804 shares in issue. The market capitalisation of Ashmore is £1.40 billion. Ashmore has a price to earnings ratio (PE ratio) of 16.81.

Ashmore Share Discussion Threads

Showing 551 to 574 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
16/2/2024
21:20
I have been looking at some broker notes after the interims.
UBS  is neutral with a 12 month tp of 205p.They comment that H1 24 adjusted EBITDA margin was the lowest ever. They note that the half year's variable compensation was 33pc higher than consensus. They have upped this year's eps to 14.95pc. They see no change in dividends in the years to come.
Numis have raised their target price from 165p to 180p and now have a reduce rather than sell. They see no obvious case to own the shares and that weak medium to long term investment performance will weigh on AUM sales and retention. They foresee a maintained dividend through to FY25/26.
Jefferies has a buy and a tp of 220p.They note the surplus capital.

cerrito
12/2/2024
15:27
Exdivi on 29th circa 7% yield... nice..
albert arthur
08/2/2024
16:06
Seems like investors waking up. I looked at LIO but was not convinced it has a defensible market position like Ashmore. It wants to charge active fees in a crowded market and quite frankly so many UK active managers don't deviate that far from their benchmark indicis. I know there are ETFs and low-cost options in EM but there are not that many specialists with the scale and reach of ASHM.

That said, it looks like a player that will roll up other FMs and assuming they pay decent prices the share price will do well.

woozle1
07/2/2024
15:07
I hold ASHM and LIO, among other financials. But these two look especially good for recovery. I was surprised to see the dip this morning; but seems to be recovering. Perhaps a weak attempt to shake out the flaky holders?
brucie5
07/2/2024
15:03
Coombs is an outstanding contrarian investor and I hope he's around for some time. You can not understate the value of experience in an asset class like EM. He'll not be easily spooked by volatile markets and he can see over the top of the waves to the horizon. Once US interest rates start to fall, investors will start looking around for riskier assets and the shares are an easy double on a 2-3 year basis. In the meantime, there is a juicy 8% DY. Happy days!
woozle1
07/2/2024
14:42
One third of the market cap is cash.
This is very much a geared play on EM coming back into favour with institutional investors….current dividend is covered and Mr Coombes has a 30% interest which means he has effective control. He is 63, not a great age, but a time of life where he needs to consider succession and also his personal wealth management…..

Although Buffett has gone on through his 80s, Mr Coombes may not and he may be well advised to sell up soon….and start working on his legacy foundation.

1jat
07/2/2024
09:44
Having looked at this morning's news my feeling is to do nothing.Agree with their comments that big picture EM promising but I see that in this last half net revenue was £94m compared to £138m in the same period in 2021. What saved them this time is interest income ie operating profit pre interest income in this last period was £34m compared to £118m in 2021.
cerrito
15/1/2024
13:15
Hopefully. Graham gives it benefit of the doubt on Stocko.


I hold.

brucie5
15/1/2024
12:23
So AuM up driven by performance. Unless investor psychology has changed, they tend to move after performance and not before, which means inflows should follow, which means rerating, hopefully
ih_841715
06/1/2024
09:46
Usd strength
valuehurts
04/1/2024
11:26
Any idea why the big fall yesterday?
rjmahan
29/12/2023
10:27
POLR finally breaking out now....10% divi and PE of 9....looks very under valued and a AuM update due on the 12th Jan, ripe for a re rate...;-)
davethehorse
19/12/2023
13:04
Govt yields in industrialized countries have fallen a lot in the last 6 months. It's only a matter of time until asset allocators start investing more in EM. We may have reached an inflection point on the AUM.
woozle1
18/12/2023
09:40
He'll sell when EM is back in fashion
woozle1
17/12/2023
18:20
At some point Coombes will want to cash out…..until then no deal…..
Even then he will want a premium….which may be difficult to justify in a business facing structural fee pressure.

1jat
07/12/2023
14:27
How is it going to be taken over with Coombs owning so many shares and fully aware we are at the beginning of an EM up cycle?
valuehurts
14/11/2023
18:15
Hold - gone up today. Maybe a take over
maxplus2
06/11/2023
15:43
Sell or hold?
davethehorse
02/11/2023
13:52
Yes and no: I already hold for a third party; but it's also been on my personal buy list for a while - though what to sell? I like the exposure to EMs here but I'm already overweight financials and asset managers. Would probably need to sell some POLR to get in here; but then why would I do that?!
Spoiled for income choices in these markets.

brucie5
02/11/2023
11:59
Brucie5, did you get in before ex div?....
davethehorse
02/11/2023
11:30
Looks like a re rate is underway, wait for the broker upgrades to follow....;-)
davethehorse
02/11/2023
10:49
Who picking up these cheap XD shares today, great day to go ExDiv, could be in for a very nice rebound in share price here ;-)
davethehorse
02/11/2023
08:41
10 year treasury yields starting to fall....Great news for Ashmore Group...
davethehorse
02/11/2023
08:34
Ah, that explains...
brucie5
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older

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