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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
  -1.80 -0.51% 350.80 350.80 351.00 361.80 350.80 361.80 416,038 15:11:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 338.0 221.5 27.4 12.8 2,500

Ashmore Share Discussion Threads

Showing 276 to 299 of 450 messages
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
DateSubjectAuthorDiscuss
14/7/2016
08:41
Congratulations. Happy for you. I'm still in!! QP
quepassa
14/7/2016
08:12
Yez, very good. Took 340p thanks to you so owe u a favour.
philo124
14/7/2016
07:34
What a strong 4Q Trading Update from Ashmore. Assets Under Management up by $1.3billion. Read full context but some snippets:- 1. Emerging Markets assets continued to deliver strong returns over the period as fundamentals reasserted themselves and previous headwinds, such as falling commodity prices and a strong US dollar against Emerging Markets currencies, abated. 2. Mark Coombs, Chief Executive Officer, Ashmore Group plc, commented: "Emerging Markets asset classes have continued to perform well and Ashmore's investment processes delivered good absolute and relative performance during the quarter 3. "These asset classes are among the best performing so far in 2016, for example local currency bonds have returned 14% and yield over 6%. 4. "The strong performance recovery in Emerging Markets is unsurprising after a period of weak returns despite resilient underlying economies. While near term investor sentiment may be affected by uncertainty in the developed world, and institutional decisions can lag market performance despite the strength of the rally, the arguments for investing in Emerging Markets are powerful and can be expected to drive allocations higher over time." Very strong performance and a bullish outlook. That's what you want. Well done, Ashmore. ALL IMO. DYOR. QP
quepassa
12/7/2016
09:05
Thanks QP for post, sold as a result at b/e plus divis.
philo124
12/7/2016
08:22
An astonishing rebound. From 200p in Feb to near 350p today. Mirroring rehabilitation of some emerging markets. Brazil sentiment vastly improved. The lion's share of income/assets are non-sterling based which will give a massive boost to sterling-based income figures. ALL IMO DYOR. QP
quepassa
09/5/2016
08:29
I know it's getting repetitive but Odey down again from 4.48% to 4.38% ALL IMO. DYOR. QP
quepassa
05/5/2016
08:05
Both Odey and Discovery yet again reduce their short positions. Odey reduce from 4.58% to 4.48% Discovery 1.69% to 1.56%. The two are repeatedly and consistently reducing their short positions. Strong signal. ALL IMO. DYOR. QP
quepassa
04/5/2016
09:03
Odey's short is down again. From 4.64% to 4.58% ALL IMO. DYOR. QP
quepassa
03/5/2016
08:34
Disclosed yesterday, Odey yet again reducing their short position on Ashmore. Just a tad from 4.72% to 4.64%. Personally, I am anticipating Odey to continue to close their position with determination. ALL IMO. DYOR. QP
quepassa
29/4/2016
11:29
A post today from a highly reliable poster (loganair) on the JPMorgan Brazil Investment Trust advfn bulletin boards - ticker JPB. Loganair's post is about the Cover Story in MoneyWeek on Brazil and illustrates perfectly how investment sentiment is turning back in favour of LatAm and by extension Emerging Markets:- Quote Buy Brazil: it’s messy, but it’s cheap - Money Week Brazil has plenty to cheer about: And that’s exactly what this week’s magazine cover story is about. As Matthew Partridge explains, it’s a country that’s been plagued by political scandal, and the commodity rout has dealt it a huge blow. As a result, stocks have taken a beating – the benchmark Bovespa index has fallen by 50% in the last five years. But lately, it’s been a different story. It’s the best performing market in the world so far this year, and there could be “plenty of room for prices to rise even further”, says Matthew, “the political crisis that has paralysed the country for over a year seems to be coming to an end”. As a commodity producing economy, it’s heavily dependent on China, of course, but China is growing again, says Matthew. On his funds page, our regular contributor David C Stevenson takes a broader look at emerging-markets. “Emerging market stocks represent decent long-term value”, he says. But he sounds a note of caution. “What happens next depends on a very obvious metric”, he says: corporate earnings. If you’re still wanting to get some exposure but prefer a more defensive stance, David has one fund that should suit you down to the ground. UNQUOTE. ALL IMO. DYOR. QP
quepassa
29/4/2016
09:09
To put matters into perspective, Odey's short position was a whopping 6.74% on 11/2/16. This is now rapidly down to 4.72%. The recent FT article referred to by me a few days ago highlights the bad start to the year for Odey. Their position in Ashmore appears to me increasingly to be going against them and the question for me is how much more financial pain (and media embarrassment) they can stand if the Ashmore short position rapidly goes against them. My guess is that Odey are considering their position with increasing focus, if not with increasing consternation. Either way, market sentiment towards EM is far better and this feeds undoubtedly through to Ashmore. ALL IMO. DYOR. QP
quepassa
29/4/2016
08:48
My guess is that we shall see 325p ++ in fairly short order. ALL IMO. DYOR. QP
quepassa
29/4/2016
08:47
Some big chunks traded yesterday and my guess was that this was further closing of shorts. And yes......new FCA short positions disclosed today reveal just that...... Odey down another 0.11% from 4.83% to 4.72%, and Discovery down another 0.07% from 1.76% to 1.69%. Very supportive of the price. There appears to be a strong REPEAT PATTERN that Odey and Discovery are both actively now reducing their short positions. This means a strong demand for stock. A GREAT TIME to buy perhaps when there appears to be an entrenched demand to buy stock and an apparent desire to close out some very large short positions. Apart from the likely demand for stock by shorters, the fundamental outlook for the sector appears to me to be rapidly on the turn to the postive phase of the EM cycle. The Bear Squeeze likely to exert firmer pressure in my view in the near-term. ALL IMO. DYOR. QP
quepassa
28/4/2016
16:32
A very strong rebound from a low opening today for Ashmore with a close at c. 310p being a new high for the year. Up 50% since the Feb lows and climbing. ALL IMO. DYOR. QP
quepassa
28/4/2016
08:50
Good relative strength.
philo124
28/4/2016
08:41
In my view, the historic yield for Ashmore of 5.42% looks very attractive against a strengthening market. In my view only, going forward I see a great likelihood that the recent dividends (interim 15/16 4.45p and final 2015 of 12.10p) will at least be maintained, if not increased. ALL IMO. DYOR. QP
quepassa
28/4/2016
07:50
Very robust recent Q1 2016 trading statements from Big Brother Schroders and burgeoning Henderson ( who have a lot of Far East/EM AUM ) corroborate an improving market for asset managers. The difficult start in Jan/Feb to 2016 is fading from memory as a new optimism returns to the sector. The upcoming Rio Olympics should not be underestimated as a stimulant to interest in investing in LatAm. ALL IMO. DYOR. QP
quepassa
27/4/2016
22:29
Be nice to see 400p again
its the oxman
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
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
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