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
  -10.20p -2.08% 479.80p 479.20p 479.80p 489.00p 479.60p 487.20p 1,445,083 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 316.3 219.9 26.6 18.1 3,420

Ashmore Share Discussion Threads

Showing 251 to 272 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
27/4/2016
15:04
If you read the latest Insights report on the AshmoreGroup website, it reads as pretty good news for Emerging markets. A great read-across for the Group as a whole. Everyone knows that EM are highly cyclical. The cycle is now firmly on the upturn. ALL IMO. DYOR. QP
quepassa
27/4/2016
08:39
Apart from Odey, the other big short on Ashmore is Discovery Capital Management LLC. Clearly, Discovery are also changing their minds about Ashmore. They have on 25th. April again just reduced their short by 0.23% from 1.99% to 1.76%. Discovery's position was 2.5% at the beginning on the year and now steadily being reduced. Seems to me that with oil back into the $40's and many commodities rebounding off a low base, combined with improving econo-data out of China, that the Emerging Markets will start attracting one heck of a lot more interest. My view is that the outlook for Ashmore is increasingly positive. It does not surprise that Odey and Discovery are continuing to close short positions. ALL IMO. DYOR. QP
quepassa
25/4/2016
15:43
lol. He's a really nice Guy btw.
philo124
25/4/2016
12:24
The Friday 22nd April FT says it all in an article on p.20 headed " Odey fund suffers dismal start to year". As if 2015 wasn't bad enough where Odey European ended 2015 down 12.8% according to the FT, making it one of the worst performances among large hedge funds in the world that year, it seems that 2016 is even worse so far. The FT article starts: " A brutal start to 2016 for Crispin Odey, the outspoken British investor, has wiped out almost half a decade of trading profits in his flagship hedge fund in less than four months". Against such a terrible start, one cannot rule out the possibility that Odey's residual massive short in Ashmore may or may not continue to cause severe corporate angina. One notes how Odey have actively been reducing the short. My guess is that they will continue to do so with alacrity. Maybe Ashmore should consider shorting Odey funds?? ALL IMO. DYOR. QP
quepassa
22/4/2016
08:19
Odey has further significantly reduced their short position on Ashmore. On 19th. they reduced from 5.49% by 0.66% to a short position of 4.83%. Supportive for the share price. ALL IMO. DYOR. QP
quepassa
20/4/2016
16:07
Strong recovery for Ashmore into significantly positive territory at close, after a market pullback at open on a generally negative day. The Brazil effect not to be underestimated. Rebound in Brazilian real is helping all investors exposed to this country. Not just Ashmore (but look for example at how leading spanish insurance company MAPFRE is surging with big operations in Brazil). The Brazil stock market is up a whopping 30% since Feb and the real up 13%. This 2 day old article in the WSJ makes important and fascinating reading, headed "Brazil’s Political Turmoil Doesn’t Scare Off International Investors" http://www.wsj.com/articles/brazilian-shares-fall-real-weakens-after-impeachment-vote-1460991303 All bodes very well for Ashmore. ALL IMO. DYOR. QP
quepassa
20/4/2016
08:13
re post 243. Odey yet again reduced their short position on 13/4 by another 0.23% from 5.725 to 5.49%. Good for share price. ALL IMO. DYOR. QP
quepassa
19/4/2016
12:55
Yes very good. Broker reckons should see 325p soon.
philo124
19/4/2016
08:32
Very upbeat and positive Trading Update. Overall a robust performance considering how poor the market was overall in Jan and Feb. Bodes very well indeed in my view for the prospects of Ashmore. Brazilian markets are surging on the prospect of a new government with the impeachment of Dilma Rousseff. In many ways, Brazil has been a bellwether for emerging markets. When you see money going back into Brazil, it is frequently a positive sign for risk appetite returning for other EM countries. Very encouraging. ALL IMO. DYOR. QP
quepassa
14/4/2016
09:49
UPDATE. IMPORTANT. More concrete evidence that shorts are closing. Both Odey and and Discovery further reduce their short positions on Ashmore . On 12th April. Odey reduced by 0.34% from 6.06% short to 5.72% short, and Discovery reduced by 0.10% from 2.09% short to 1.99% short. This would appear to me to be further evidence that a squeeze is happening and may or may not account for the big spike in price earlier this week. Of course , it would hard for shorts to reduce positions of this size in one go, so bit by bit. However, my guess is that if the market keeps buying Ashmore stock, there may be or may not be a scramble to buy stock by shorters. George Soros, where are you? Would-be George Soros's may also apply. ALL IMO. DYOR. QP
quepassa
14/4/2016
08:47
Since 22nd March when Discovery Capital management had a declarable short on Ashmore of 2.41%, they have steadily been reducing their position. As at 7th. April, they were down to 2.09%. A reduction of some 13% in some three weeks. Since the last reduction in their short on 7th. April, the share price has further surged and further gone against their short position. ALL IMO. DYOR. QP
quepassa
13/4/2016
09:12
In my opinion only, Odey have got it wrong big time. The surging oil price will stimulate oil- producing emerging markets. Even highly-conservative Triple-A rated Morton are buying Ashmore http://citywire.co.uk/wealth-manager/news/why-aaa-rated-morton-could-not-resist-ashmore/a888931 ALL IMO. DYOR. QP
quepassa
12/4/2016
18:29
Very pleased.
philo124
12/4/2016
16:23
All it would need, in my view and guess only, is a number of hedge funds to come in and start buying and this may or may not go super-nova. ALL IMO. DYOR. QP
quepassa
12/4/2016
16:12
Odey have a 6.06% short position on Ashmore according to Short-tracker. - ADVFN analytics show that Ashmore have c.707million shares in issue, meaning that Odey control approx 42.8million shares of Ashmore. With a near 15 pence uptick in today's sp, Odey have, if my calculations are correct, lost approx £6.4million on their short position so far today at time of writing. One cannot rule out the possibility that Odey may or may not be contemplating the wisdom or otherwise of maintaining their short position on ASHM against the ongoing surge in share price. A major bear-squeeze may or may not be a possibility. Discovery Capital Management are short on ASHM by 2.09%. A similar situation perhaps. A fascinating tussle between bulls and bears, shorts and longs. It would not surprise me if the shorts get a real caning by the market on Ashmore. ALL IMO. DYOR. QP
quepassa
12/4/2016
11:04
300-310p will trigger, in my opinion only, A LOT of closing-out of short positions. A real scramble for stock is likely already building. I hate saying it but I really wouldn't like to be caught short on this one. Good luck to all investors. ALL IMO. DYOR. QP
quepassa
30/3/2016
07:45
Wow! The article on page 10 of today's FT is jaw-dropping about strength of March inflows into the Emerging markets. The article starts " Foreign portfolio flows into emerging markets surged to a 21 month high of $36.8billion in March....." The full article makes important reading. This should, in my view, benefit Ashmore. On the other hand, shorts on Ashmore will perhaps be squirming. ALL IMO. DYOR. QP
quepassa
24/3/2016
08:13
a little back-peddling after a great run. Only to be expected. Emerging markets have "officially" entered a bull market given recent rise. Expecting the bull run to continue after Easter. ALL IMO. DYOR. QP
quepassa
22/3/2016
16:54
Strong finish to the trading day. QP
quepassa
21/3/2016
07:33
Today's FT carries an article headed " Odey European hedge fund loses 20% for second time in a year". Mainly on macro bets, according to the FT article which also specifically mentions Odey's 6% short on Ashmore " whose shares surged 25% in March". It may or may not be the case that Odey are further actively considering reducing their short on Ashmore. If so, an almighty bear-squeeze cannot be ruled out, in my opinion only. The Black Swan event of the cyber-attack which came to Odey's support on their big short on TalkTalk is, in my opinion, unlikely to appear so conveniently again. ALL IMO. DYOR. QP
quepassa
18/3/2016
11:13
According to my research, Odey Asset Management have a massive 6.06% short position on Ashmore as at 16/3. This short position is , in my opinion only , now going stale with Ashmore having shot up recently from 200p to 290p. It would not surprise me if Odey further consider reducing their short position which peaked just over a month ago at 6.72% on 11th. February. If Odey continue reducing their short position, this will further support the Ashmore share price in my opinion. Personally, still to be sitting on a 6% short on Ashmore in a clearly rising market seems highly questionable to me in my opinion only. ALL IMO. DYOR. QP
quepassa
17/3/2016
16:58
Almost 50% up in just over a month since the early Feb market lows. Going great. ALL IMO. DYOR. QP
quepassa
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