Ashmore Share Discussion Threads

[plat hunter] 27/10/2021 09:38

Back in, up we go again whoop whoop

[plat hunter] 27/10/2021 08:09

Nothing goes up in straight lines but rockets

[plat hunter] 26/10/2021 12:56

Sold and took a 9% gain, hopefully I'll try and buy back cheaper. I believe this has further to go.

[plat hunter] 26/10/2021 11:26

China 'encouraging' evergrande owners to pay offshore debt from personal wealth

[plat hunter] 26/10/2021 08:23

Yeee hah!!!

[plat hunter] 25/10/2021 13:19

Love this share at the moment, slowly inching higher each day as an XD date approaches.

[plat hunter] 22/10/2021 08:18

And again...whoop whoop

[plat hunter] 18/10/2021 09:58

Up coming dividend is worth 3.7% at this price. Quite a buffer for a punt on even a small retrace from these levels.

[plat hunter] 14/10/2021 19:13

Tick up coming

[jonathb] 13/10/2021 10:19

Y I'm sure everyone here knows about the "$146m" exposure. Hmm.
That's direct exposure to the bonds, presumably.
I wonder what indirect exposure is to other emerging-market stuff that depends on the China market.
Right now it looks like "the market" has discounted maybe 20% off August share price and says "all done, move along".
Hmm.

[quepassa] 05/10/2021 17:13

More than 5% yield now as Evergrande bond exposure weighs.

[w1lbur01] 21/9/2021 15:02

Thanks for info

[thelongandtheshortandthetall] 21/9/2021 14:04

'Ashmore Among Top Funds With Exposure to China’s Evergrande'

Don't shoot the messenger.

[w1lbur01] 21/9/2021 08:17

Brought a few more today

[bend1pa] 10/9/2021 16:05

Trading at a 10 month low now (362p). I wonder why the share price is plummeting, but can't see any real reason for it. Anyway decided to buy some. Will buy some more if it continues to fall, unless there emerges a skeleton in the cupboard in the meantime.

This company has a good track record and solid div cover (2.1), with yield now 4.6%. What's not to like?

[w1lbur01] 07/9/2021 09:21

Took a smallish first step in here today

[quepassa] 14/7/2021 09:56

That looks like a fantastic Update to me with a mighty increase in AUM.


ALL IMO. DYOR.
QP

[quepassa] 10/6/2021 14:04

Man Group has had a great run recently from 140p to 180p.

Surprised that Ashmore hasn't equally rallied.

Looks cheap and undervalued to me.

ALL IMO. DYOR.
QP

[saltaire111] 16/4/2021 09:31

Ok, I’ve just read through the announcement and the numbers look pretty good to me, considering the downturn in emerging markets. I think the outlook for EMs is now better, and if they can achieve this result over a period that’s been impacted by the pandemic and the structural movement against EMs over the last couple of years, then it looks good over the next 24 months or so.

Salty.

[volvo] 15/4/2021 10:33

Tomorrow is the TS, seems support at 400p, just getting over the CEO selling £40m at 474p, should bounce around that mark if the update pleases.

[peteship] 18/2/2021 15:03

I was holding until 5 pounds, but sold today until it settles down. Hopefully get back in a little lower.

[stewpot3] 18/2/2021 13:18

Precisely Salt. Following sustained momentum since November, I was thinking of adding more. Some would say it is a good buying oportunity on price, but not when greedy directors are cashing in. Still, why would they be concerned about small PIs?