Ashmore Share Discussion Threads

[quepassa] 13/10/2016 08:40

Odey's short down again by 0,19% to 2.79%

Positive sign for this share.

ALL IMO. DYOR.
QP

[coolhandfluke] 12/10/2016 18:26

Liberum move from sell to hold with price target of 379p. Shore Capital don't appear to understand the business they are in so investors should steer clear of them. share price moving in the right direction with a nice divi coming soon.

[coolhandfluke] 10/10/2016 12:12

Trading update due this Friday. Let us hope Aum's have started to increase which would give a great boost to the share price l see £4+ but possibly not before the Santa rally or even 1st quarter 2017.

[quepassa] 10/10/2016 08:24

Remember.

Two weeks ago on 27th. September.

Goldman Sachs REITERATED their BUY recommendation on Ashmore with a maintained PRICE TARGET of 440p.



ALL IMO. DYOR.
QP

[quepassa] 06/10/2016 11:08

Odey took their short position down again on4/10 from 3.10% to 3.03%.

Total shorts now at 4.59% comprising Odey at 3.03 and Discovery CapMan at 1.56%.

Can't help believing that those short positions are increasingly worrisome and increasingly expensive for the holders.

Great recent upwards momentum on Ashmore. Looking set to continue in my opinion.

ALL IMO. DYOR.
QP

[coolhandfluke] 04/10/2016 21:32

Here's hoping

[quepassa] 04/10/2016 12:23

Expectant of 450-500p by year end on back of:-

1. vastly improving EM sentiment,
2. increasing oil prices,
3. likely further weakening of sterling,
4. growing sectoral M&A amongst fund managers,
5. fervent investor hunt for yield both offered by EM exposure and ASHM's attractive share yield.
6. all driving likely both income outperformance and significant AUM growth by Ashmore
7. sea-change in EM appetite since early 2016.

Experience has taught that when MULTIPLE positive factors coalesce and begin to align that this usually provides a major if not unstoppable stimulus and impetus.

ALL IMO. DYOR.
QP

[quepassa] 29/9/2016 09:12

Oil price hike - excellent news for oil-producing EM countries.

ALL IMO. DYOR.
QP

[coolhandfluke] 11/9/2016 09:18

Good supportive comments from Tom Stevenson in today's Telegraph on em's. Quote "earnings revisions finally turning up and whether you look at earnings or asset based valuations, the 5 year under-performance by em's equities looks to have run its course".

[quepassa] 07/9/2016 14:50

Odey's 3.10% disclosable short on Ashmore looking more and more painful in my opinion.

A black swan event will not come to their rescue.

All incidental and actual data point to and confirm a growing interest by investors in Emerging Markets.

Discovery Capital in same boat with 1.56% short.

A big bear squeeze will support the share price.

Fundamentals and Ashmore's own buoyant outlook plus maintained dividend will further add weight to the investment attraction of Ashmore shares

ALL IMO. DYOR.
QP

[coolhandfluke] 06/9/2016 13:22

I was ready for the update at 7 this morning but no broadband until 9.30. When I did log on disappointed to see down by 13/14p. For an index that is supposed to be forward looking l think we are now going in the right direction.

[quepassa] 06/9/2016 09:11

It's gone up 75% since Feb this year. That's brilliant.

Personally, I am very comfortable with my holdings in Ashm and expect them to motor forward.

[irenekent] 06/9/2016 08:31

And down they go. Better off in CLIG.

[quepassa] 06/9/2016 07:13

Final dividend maintained at 12.1pence. Excellent news.

Robust outlook pointing to improving investor sentiment for Emerging Market investments and flows.

A much improved outlook and a very confident tone.

Prospects look bright.

ALL IMO. DYOR.
QP

[quepassa] 30/8/2016 07:49

A very large c.10% DECREASE in their short position again by ODEY (24/8).

Now down by 0.41% from 3.47% to 3.06%.


In my opinion, this short position is beginning to hurt Odey and one cannot rule out the possibility that they will be actively continuing to reduce this short.

Supportive for share price.

FT reports at the weekend hat EM have become fashionable again. Big flows into Emerging Markets.


ALL IMO. DYOR.
QP

[quepassa] 17/8/2016 08:10

Odey down again by a quarter of a percent (12/8).

From 3.73% to 3.47%.


Also Discovery Cap Man down from 1.76% to 1.69%.


A scramble to close out damaging short positions on Ashmore is building.


There is still a combined disclosable 5.03% short on Ashmore ( Odey 3.47% and Discovery 1.56% ).

I have to believe that these positions are increasingly financially painful - and in the case of Odey- increasingly embarrassing.

My personal view is that they will want to reduce these short positions with increasing alacrity as the market is going more and more against them.

This will support the price combined with the growing rehabilitation of investor sentiment and appetite for Emerging Markets.

ALL IMO. DYOR.
QP

[quepassa] 12/8/2016 18:31

Fully agree.

Seems increasingly clear that Emerging Markets are back in vogue with big money again flowing into EM Funds. -Just look at Brazil for example.

Great for Ashmore which is well-run with a founding boss who has a lot of skin in the game. This is always compelling.

ALL IMO. DYOR.
QP

[coolhandfluke] 12/8/2016 17:48

With this decisive break above 355p it's time to get on board or get left behind. Anyone still carrying increasingly heavy short baggage should jettison immediately and enjoy the ride up.

[quepassa] 11/8/2016 08:24

Odey clearly feeling the squeeze.

They again reduced their short on Ashmore on 9th. by a significant 0.23% to 3.73%.

Supportive for Ashmore share price.

Bear squeeze for Odey perhaps.


ALL IMO. DYOR.
QP

[quepassa] 09/8/2016 11:13

After swiftly recovering from the post-referendum slump from 310p to 260p, ground was quickly made up and we had today reached a new two year high of 360p.

And going strong.

ALL IMO. DYOR.
QP

[quepassa] 05/8/2016 09:26

Strong .
back to 350p.

Emerging markets finding a lot more favour.

Other strong performers for me of late... JP Morgan Brazil Invstmt Trust (ticker JPB) and a hot recent pick is Macao Property Opportunities Fund (MPO).

Ashmore remains well-placed to benefit from moneys flowing back into EM equities and high-yield as investors keenly hunting for yield at a time when cash rates have plummeted.

ALL IMO.
DYOR.
QP

[coolhandfluke] 30/7/2016 13:11

Good news for Ashmore that US interest rates unlikely to rise for some time. If they give current performance update that shows continued improvement, at time of year end results early Sept., I believe this could be the start of the share price beating previous highs.

[quepassa] 25/7/2016 08:37

Yet again, Odey are reducing their short position on Ashmore.

Now sub 4%.

On 20th., Odey reduced from 4.13% to 3.96%.

Odey still have a lot more to go and this will put Ashmore stock in demand.


ALL IMO. DYOR.
QP

[quepassa] 21/7/2016 11:08

I didn't say Ashmore. ha-ha.

But who knows.

My first guess - and that is all it is- is than Manny Roman may or may not be interested to reflect to himself whether his old shop, Man Group may or may not be a fit for PimCo.


ALL IMO. DYOR.
QP

[extrader] 21/7/2016 10:46

Hi QP,

Mark Coombs, CEO, owns 40+% of ASHM and the Employee Trust another 5+%, so unless PIMCO are willing to 'make them an offer they can't refuse', I doubt ASHM will be on the short list !

ATB