Ashmore Share Discussion Threads

[davethehorse] 13/8/2024 11:17

Is the rotation on the verge of kicking off now....?? If so looks a great time to load up here....imo...

[davethehorse] 12/8/2024 09:56

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?

[wllmherk] 12/8/2024 09:40

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 :)

[davethehorse] 12/8/2024 08:14

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..

[davethehorse] 05/8/2024 14:17

Recovering earlier losses now...;-)

[boonkoh] 05/8/2024 11:15

Sure, equity part of AUM will be down. Nut Ashmore is more fixed income, and especially gov vs corporate right?

[its the oxman] 05/8/2024 08:26

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.

[boonkoh] 05/8/2024 07:19

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.

[brucie5] 02/8/2024 11:02

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%.

[davethehorse] 02/8/2024 10:15

Have had to add again today at these prices, will continue to if it falls further...

[davethehorse] 02/8/2024 08:13

Fingers crossed a 0.5% cut could be on the cards

[velocytongo] 01/8/2024 16:00

Once the US rate cycle moves lower this should do very well.

[davethehorse] 01/8/2024 11:11

Forget JP Morgans pathetic 155p target....who are they kidding....

[davethehorse] 01/8/2024 11:07

200p short term target now with rates finally being trimmed...

[davethehorse] 01/8/2024 10:12

A downgrade by JP Morgan today.....probably a Buy signal imo....

[davethehorse] 25/7/2024 15:13

Would be very pleased if Ashmore Group just spent some time consolidating at these levels now, forming a decent platform to bounce off when markets improved, fingers crossed

[davethehorse] 24/7/2024 10:27

Yield currently 10% here....the value angle is surely compelling....when will the herd realise...??? Too late I imagine....;-)

[davethehorse] 23/7/2024 10:51

Have added more today @ 168p, gl holders, looks nailed on for a decent run, very oversold imo...

[davethehorse] 23/7/2024 08:23

Some nice buys this morning off its support level @ nominally 166p...;-)

[davethehorse] 23/7/2024 08:05

Agreed, looks a great buy and tuck away opportunity right now, good luck all involved in ASHG..:-)

[quepassa] 23/7/2024 07:49

Looking cheap after recent slump.

Good buying opportunity.

Further accumulated.

Thank you Mr. Market!


all imo. dyor.
qp