Where did you see this ? |
Azvalor the Spanish value investor shop have significantly upped their stake. These guys are the deep value smart money looking for really big moves. |
results due? |
EM outflows are turning into inflows.Bloomberg had a good article today. Some excerpts:- Five of the largest emerging Asian bond markets are jointly receiving net inflows for the first time in three years- South Korea, Thailand, Indonesia, India and Malaysia- If the inflows continue through the end of September, it'd be something that hasn't been seen on a quarterly basis since the middle of 2021 |
Ashmore won't be taken over. Mark Coombs controls the company and is no idiot. He has made it perfectly clear in every communication this is a cyclical business and we are coming out of the bottom. |
Buffoon?
;) |
What a bloody Bafoon |
Is the rotation on the verge of kicking off now....?? If so looks a great time to load up here....imo... |
They certainly look excellent value at present for those with patience....10% yield too....surely this sort of price won't be around too much longer? |
I think there are a few in the sector that are possible takeover targets, hence, I'm invested in several asset managers including here.
wllm :) |
Anyone think Ashmore Group may be a takeover target at its current lowly historic market cap? Wouldn't be too surprised, looks vulnerable to me.. |
Recovering earlier losses now...;-) |
Sure, equity part of AUM will be down. Nut Ashmore is more fixed income, and especially gov vs corporate right? |
Will not equity fum be collapsing under the current sell off. May look bad short term though might be the time to buy if you are brave. |
Surprised this is dropping today. EM gov bonds have rallied in the risk off mode. Many EM currencies, especially the more stable countries, have rallied vs USD. |
Yes, looks like a classic value play for the patient - I topped up this morning.
Figures on two Dreman value screens- hi value and low PE - in some very good company.
Meanwhile Dividenddata has the yield at 10%. |
Have had to add again today at these prices, will continue to if it falls further... |
Fingers crossed a 0.5% cut could be on the cards |
Once the US rate cycle moves lower this should do very well. |
Forget JP Morgans pathetic 155p target....who are they kidding.... |
200p short term target now with rates finally being trimmed... |
A downgrade by JP Morgan today.....probably a Buy signal imo.... |
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