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17h
The Temasek Review
The PAP is Lost « Opinion « TR EMERITUSa result, nearly half of Singaporean households either have little or no saving
The Temasek Review / Posted 17 hours ago
a result, nearly half of Singaporean households either have little or no savings. These families, according to the study by CLSA (Credit Lyonnais Securities Asia), “do not have enough funds readily available to cope with unexpected financial... Read more
1d
Brisbane Times
Selling CommInsure could make sense for CBA: analystssay there is not a compelling reason for banks such as CBA to own life insuranc
Brisbane Times / Posted yesterday
say there is not a compelling reason for banks such as CBA to own life insurance businesses. Photo: Wayne Taylor CLSA analyst Brian Johnson said life insurance was a capital intensive business in which banks such as CBA had no clear... Read more
3 related articles
1d
WA Today
Selling CommInsure could make sense for CBA: analystssay there is not a compelling reason for banks such as CBA to own life insuranc
WA Today / Posted yesterday
say there is not a compelling reason for banks such as CBA to own life insurance businesses. Photo: Wayne Taylor CLSA analyst Brian Johnson said life insurance was a capital intensive business in which banks such as CBA had no clear... Read more
3 related articles
1d
Business Standard India
Reliance unveils zero cost 4G phone, aims to further disrupt telecom sectorIndian mobile phone ecosystem are so-called feature phones - that allow basic c
Business Standard India / Posted yesterday
Indian mobile phone ecosystem are so-called feature phones - that allow basic calling and texting, according to brokerage CLSA. These phones still outsell smartphones. Jio calls its new device "India's intelligent smartphone". The phone's launch... Read more
4 related articles
1d
The Age
Selling CommInsure could make sense for CBA: analystssay there is not a compelling reason for banks such as CBA to own life insuranc
The Age / Posted yesterday
say there is not a compelling reason for banks such as CBA to own life insurance businesses. Photo: Wayne Taylor CLSA analyst Brian Johnson said life insurance was a capital intensive business in which banks such as CBA had no clear... Read more
3 related articles
1d
Sydney Morning Herald
Selling CommInsure could make sense for CBA: analystssay there is not a compelling reason for banks such as CBA to own life insuranc
Sydney Morning Herald / Posted yesterday
say there is not a compelling reason for banks such as CBA to own life insurance businesses. Photo: Wayne Taylor CLSA analyst Brian Johnson said life insurance was a capital intensive business in which banks such as CBA had no clear... Read more
3 related articles
1d
The Economic Times
The debt threat lurking behind India's zombie power plantsto construct the plants but no sales to generate income, many of these plants a
The Economic Times / Posted yesterday
to construct the plants but no sales to generate income, many of these plants are now weighed down with debt. Brokerage CLSA estimates the power generation sector accounts for 43 percent of the debt on domestic bank watchlists, which represent... Read more
2 related articles
1d
EuroNews
The debt threat lurking behind India's zombie power plantsto construct the plants but no sales to generate income, many of these plants a
EuroNews / Posted yesterday
to construct the plants but no sales to generate income, many of these plants are now weighed down with debt. Brokerage CLSA estimates the power generation sector accounts for 43 percent of the debt on domestic bank watchlists, which represent... Read more
2 related articles
1d
Reuters
The debt threat lurking behind India's zombie power plantsto construct the plants but no sales to generate income, many of these plants a
Reuters / Posted yesterday
to construct the plants but no sales to generate income, many of these plants are now weighed down with debt. Brokerage CLSA estimates the power generation sector accounts for 43 percent of the debt on domestic bank watchlists, which represent... Read more
2 related articles
2d
The Economic Times
Reliance Industries' net likely to rise 9.1%, focus on new initiatives, Jiohigher volume and better pricing. The segment accounts for nearly one-third of
The Economic Times / Posted 2 days ago
higher volume and better pricing. The segment accounts for nearly one-third of the standalone operating profit. The segment volume may increase by 14% year-on-year to 3,640 kilo tonnes in the June quarter, according to CLSA estimates.... Read more
3d
The Economic Times
Brokerages raise target prices on HUL on strong Q1 resultled to brokerages raising target price on the stock even as valuations are expe
The Economic Times / Posted 3 days ago
led to brokerages raising target price on the stock even as valuations are expensive. Here's what brokerages are saying: CLSA: MAINTAINS OUTPERFORM, TARGET PRICE RAISED TO RS 1,250 FROM RS 1,100CLSA said that HUL's flat volume growth in the June... Read more
2 related articles
3d
The Economic Times
Cabinet approves selling 51% stake in HPCL to ONGCMinister Dharmendra Pradhan's recent comments where he expected the merger to b
The Economic Times / Posted 3 days ago
Minister Dharmendra Pradhan's recent comments where he expected the merger to be completed within FY18. Foreign brokerage CLSA in a note said the government would be the only gainer in the merger, as it would allow the government to keep effective... Read more
4d
The Economic Times
Cigarette prices set to go up by 9% after higher cessarbitrage, we believe ITC may decide to focus on raising the proportion of long
The Economic Times / Posted 4 days ago
arbitrage, we believe ITC may decide to focus on raising the proportion of longs (cigarettes in 74mm length),” a report by CLSA said. “Government’s move to hike taxes to more than pre-GST level brings to the fore its negative stance on the sin... Read more
9 related articles
4d
Business Standard India
ITC tanks 15% as GST Council hikes cess on cigarettes. Should you sell?power of the category and relatively cheap valuations we continue to remain buy
Business Standard India / Posted 4 days ago
power of the category and relatively cheap valuations we continue to remain buyers. Our target price is Rs 345," he says. CLSA, on the other hand, has downgraded the stock from BUY to SELL given the development. In order to pass on the hike, CLSA... Read more
9 related articles
4d
The Economic Times
Rs 7,000 crore gone in 30 minutes: LIC takes biggest hit in ITC’s free fallhas downgraded ITC to neutral from outperform rating, while cutting the target
The Economic Times / Posted 4 days ago
has downgraded ITC to neutral from outperform rating, while cutting the target price by 22 per cent to Rs 310 from Rs 400. CLSA has downgraded this stock to sell rating (target Rs 285 from 417), saying the GST decision will force the company to... Read more
9 related articles
4d
Business Standard India
ITC tanks 15% intra-day as GST Council increases cess on cigarettespower of the category and relatively cheap valuations we continue to remain buy
Business Standard India / Posted 4 days ago
power of the category and relatively cheap valuations we continue to remain buyers. Our target price is Rs 345," he says. CLSA, on the other hand, has downgraded the stock from BUY to SELL given the development. In order to pass on the hike, CLSA... Read more
9 related articles
4d
The Economic Times
ITC hits 15-year low post cigarette cess hike: Should you buy?Here's what brokerages are saying:CLSA: The outcome is clearly negative from th
The Economic Times / Posted 4 days ago
Here's what brokerages are saying:CLSA: The outcome is clearly negative from the neutral stance that the government always mentioned, said CLSA downgrading the stock from buy to sell and cutting target price from Rs 417 to Rs 285. The brokerage has... Read more
9 related articles
4d
The Economic Times
RIL's market cap zooms past Rs 5 lakh crore markat current levels is overvalued. Reliance Industries currently trades at 15.9 t
The Economic Times / Posted 4 days ago
at current levels is overvalued. Reliance Industries currently trades at 15.9 times its 2018 earnings. In a recent note, CLSA, a brokerage, said the upcoming AGM on July 21 is the next key event to watch out for as it may provide more clarity on... Read more
3 related articles
5d
The Economic Times
Reliance Jio corners 9% active subscriber base, mostly from smaller telcosA report by brokerage firm CLSA on the subscriber data released for May showed
The Economic Times / Posted 5 days ago
A report by brokerage firm CLSA on the subscriber data released for May showed that 80% of Mukesh Ambani-owned Jio’s active subscriber additions came from smaller operators while the balance has come from Vodafone India and Idea Cellular, the... Read more
7d
asianage
ICICI Lombard, 1st non-insurance company to sell shares via IPOowned by the Indian government also have plans to go public in 2017-18. Bank o
asianage / Posted 7 days ago
owned by the Indian government also have plans to go public in 2017-18. Bank of America Merrill Lynch, ICICI Securities, IIFL Holdings are leading six banks on the ICICI Lombard IPO. CLSA, Edelweiss and JM Financial are the other banks on the... Read more
2 related articles
8d
The Economic Times
TCS working to achieve operating margin annual target of 26-28%at present is that clients are holding back on large technology spending in its
The Economic Times / Posted 8 days ago
at present is that clients are holding back on large technology spending in its biggest market, the US. According to CLSA analyst Ankur Rudra, though lower realisation prevented better margin control, a stronger second half growth and... Read more
16 related articles
8d
The Economic Times
Premium for HPCL to cost ONGC more, benefit lessup to Rs 17 per share, equivalent to 11 per cent of the current price assuming
The Economic Times / Posted 8 days ago
up to Rs 17 per share, equivalent to 11 per cent of the current price assuming the market assigns a hold company discount," CLSA said in a note. The final valuation of HPCL will be based on the recommendation of independent valuation agencies. The... Read more
9d
The Economic Times
Top stocks in focus on Thursday, 13 July 2017to its engines powering A320 neo planes flown by the Indian carriers within a s
The Economic Times / Posted 9 days ago
to its engines powering A320 neo planes flown by the Indian carriers within a specified time. ITC: Foreign brokerage CLSA said ITC is its top conviction pick. The brokerage said its channel checks indicate the company has cut product prices... Read more
10d
NZCity
Xero board weighs growth and profitand machine learning will form the foundation for Xero to differentiate its pro
NZCity / Posted 10 days ago
and machine learning will form the foundation for Xero to differentiate its products, something Asian broking firm CLSA acknowledged when it named the company among the top 10 listed firms in the region. When asked about a potential US... Read more
10d
Reuters
Fosun says still eyeing stake in France's Compagnie des Alpeson the sector. China will account for 14 percent of total global outbound trav
Reuters / Posted 10 days ago
on the sector. China will account for 14 percent of total global outbound travel by 2020 from 10 percent now, brokerage CLSA has forecast, with the number of Chinese overseas trips expected to rise to 200 million a year by then from 125 million... Read more
11d
EuroNews
Fosun says still eyeing stake in France's Compagnie des Alpeson the sector. China will account for 14 percent of total global outbound trave
EuroNews / Posted 11 days ago
on the sector. China will account for 14 percent of total global outbound travel by 2020 from 10 percent now, brokerage CLSA has forecast, with the number of Chinese overseas trips expected to rise to 200 million a year by then from 125 million... Read more
11d
Business Standard India
Foreign banks said to seek relief from India's derivatives ruleof the year, data from the regulator show. The issuer of a p-note is typically
Business Standard India / Posted 11 days ago
of the year, data from the regulator show. The issuer of a p-note is typically a prime broker such as Morgan Stanley, CLSA and JP Morgan. The client or investor approaches them to purchase a synthetic exposure to underlying stocks. The prime... Read more
3 related articles
11d
The Economic Times
All is well, Reliance Jio report assures RIL investorsratio of 70% and allays investors' concern about subscribers' af fordability an
The Economic Times / Posted 11 days ago
ratio of 70% and allays investors' concern about subscribers' af fordability and willingness to pay. Multinational broker CLSA forecasts Jio's ARPU at Rs 274 and Rs 286 for FY19 and FY20, respectively, while Citi is factoring-in a flat ARPU of Rs... Read more
11d
Business Standard India
FY18 earnings to decide trajectory of equitiesamong global equities, especially emerging markets. This is particularly import
Business Standard India / Posted 11 days ago
among global equities, especially emerging markets. This is particularly important when foreign investors such as UBS, CLSA and Credit Suisse question if Indian equities justify their premium valuations, as earnings growth have remained elusive... Read more
2 related articles
12d
Business Standard India
Will India Inc's Q1 report meet investor expectations? That is the questionamong global equities, especially emerging markets. This is particularly import
Business Standard India / Posted 12 days ago
among global equities, especially emerging markets. This is particularly important when foreign investors such as UBS, CLSA and Credit Suisse question if Indian equities justify their premium valuations, as earnings growth have remained elusive... Read more
2 related articles
12d
Business Standard India
FY18 results must catch up to justify high valuation of Indian equitiesglobal equities, especially emerging markets. This is particularly important at
Business Standard India / Posted 12 days ago
global equities, especially emerging markets. This is particularly important at a time when foreign investors such as UBS, CLSA and Credit Suisse are asking if Indian equities justify their premium valuations, given that earnings growth has... Read more
2 related articles
13d
The Economic Times
IT companies likely to post muted growth in Q1 due to wage hikes, stronger rupee and slow dealsthe seasonal strength of the quarter with organic constant currency growth rang
The Economic Times / Posted 13 days ago
the seasonal strength of the quarter with organic constant currency growth ranging from -3 per cent to 2 per cent," said CLSA analyst Ankur Rudra in a report titled: Dry spell in June quarter. The market will be on a watch out for any cyclical... Read more
17d
Reuters
Getting scrappy: China iron ore demand may falter as steel recycling growsthe medium to long term, scrap is the real threat to iron ore, for sure," said
Reuters / Posted 17 days ago
the medium to long term, scrap is the real threat to iron ore, for sure," said Daniel Meng, an analyst at brokerage CLSA in Hong Kong. "We believe by 2020, replacement would become faster and the risk on iron ore from scrap would become... Read more
17d
The Economic Times
Profligate state-level spending could derail Modi's reform plansfiscal slippage," noting the last widespread waiver program for 43 million farm
The Economic Times / Posted 17 days ago
fiscal slippage," noting the last widespread waiver program for 43 million farmers in 2008 cost around 1.3 percent of GDP. CLSA India Pvt. has predicted these loans could swell to $30 billion over five years. These are big numbers. And it’s not as... Read more
18d
Brisbane Times
'Regulator's dilemma' as interest-only mortgage returns hit 42 per centhave also predicted higher risk loans to investors could be targeted by APRA's
Brisbane Times / Posted 18 days ago
have also predicted higher risk loans to investors could be targeted by APRA's looming changes to capital requirements. CLSA analyst Brian Johnson has argued Australian banks are unusual in being able to hold the same amount of capital against... Read more
3 related articles
18d
WA Today
'Regulator's dilemma' as interest-only mortgage returns hit 42 per centhave also predicted higher risk loans to investors could be targeted by APRA's
WA Today / Posted 18 days ago
have also predicted higher risk loans to investors could be targeted by APRA's looming changes to capital requirements. CLSA analyst Brian Johnson has argued Australian banks are unusual in being able to hold the same amount of capital against... Read more
3 related articles
18d
Sydney Morning Herald
'Regulator's dilemma' as interest-only mortgage returns hit 42 per centhave also predicted higher risk loans to investors could be targeted by APRA's
Sydney Morning Herald / Posted 18 days ago
have also predicted higher risk loans to investors could be targeted by APRA's looming changes to capital requirements. CLSA analyst Brian Johnson has argued Australian banks are unusual in being able to hold the same amount of capital against... Read more
3 related articles
18d
The Age
'Regulator's dilemma' as interest-only mortgage returns hit 42 per centhave also predicted higher risk loans to investors could be targeted by APRA's
The Age / Posted 18 days ago
have also predicted higher risk loans to investors could be targeted by APRA's looming changes to capital requirements. CLSA analyst Brian Johnson has argued Australian banks are unusual in being able to hold the same amount of capital against... Read more
3 related articles
20d
Canberra Times
Property investors should expect more interest rate painbelieve the next round of capital rules may also have a particular sting in the
Canberra Times / Posted 20 days ago
believe the next round of capital rules may also have a particular sting in the tail for investor loans. CLSA analyst Brian Johnson has pointed out Australia is "largely," but not totally, compliant with international banking... Read more
15 related articles
20d
The Age
Property investors should expect more interest rate painbelieve the next round of capital rules may also have a particular sting in the
The Age / Posted 20 days ago
believe the next round of capital rules may also have a particular sting in the tail for investor loans. CLSA analyst Brian Johnson has pointed out Australia is "largely," but not totally, compliant with international banking... Read more
15 related articles
20d
Sydney Morning Herald
Property investors should expect more interest rate painbelieve the next round of capital rules may also have a particular sting in the
Sydney Morning Herald / Posted 20 days ago
believe the next round of capital rules may also have a particular sting in the tail for investor loans. CLSA analyst Brian Johnson has pointed out Australia is "largely," but not totally, compliant with international banking... Read more
15 related articles
20d
The Economic Times
Yes Bank QIP probe: Sebi raps Goldman Sachs, CLSA, Motilal Oswaladvised Yes Bank on the equity offering to foreign and local institutional inve
The Economic Times / Posted 20 days ago
advised Yes Bank on the equity offering to foreign and local institutional investors. Goldman Sachs (India) Securities, CLSA India and Motilal Oswal Investment Advisors were the three main book-running lead managers to the cancelled qualified... Read more
20d
WA Today
Property investors should expect more interest rate painbelieve the next round of capital rules may also have a particular sting in the
WA Today / Posted 20 days ago
believe the next round of capital rules may also have a particular sting in the tail for investor loans. CLSA analyst Brian Johnson has pointed out Australia is "largely," but not totally, compliant with international banking... Read more
15 related articles
20d
Brisbane Times
Property investors should expect more interest rate painbelieve the next round of capital rules may also have a particular sting in the
Brisbane Times / Posted 20 days ago
believe the next round of capital rules may also have a particular sting in the tail for investor loans. CLSA analyst Brian Johnson has pointed out Australia is "largely," but not totally, compliant with international banking... Read more
15 related articles
23d
The Economic Times
Dragged down by DeMo, dish TV available at attractive valuationson staff costs, the merger is expected to rationalise selling, general and admi
The Economic Times / Posted 23 days ago
on staff costs, the merger is expected to rationalise selling, general and administrative expenses (SG&A). Brokerage CLSA says "8-15 per cent lower staff and SG&A expense alone will drive merger synergies of Rs 130 crore and boost the... Read more
24d
Business Standard India
Medium-term signals remain weak for Dish TVmarkets remained weak, Dish TV, which has been hitting its 52-week low repeated
Business Standard India / Posted 24 days ago
markets remained weak, Dish TV, which has been hitting its 52-week low repeatedly, gained 1.3 per cent after brokerage firm CLSA recommended a 'buy' rating, on account of positives from a merger with Videocon d2h and expectations of a revival in... Read more
25d
The Economic Times
GST fallout: Margin expansion may draw anti-profiteering vigilmix, lower input costs, cost savings, stronger brand loyalty, etc". This conce
The Economic Times / Posted 25 days ago
mix, lower input costs, cost savings, stronger brand loyalty, etc". This concern is shared by another global brokerage, CLSA. It said in a note that an absolute margin (Rsunit) cap could have significant implications, as this would dissuade... Read more
2 related articles
26d
Zero Hedge
Fed's Dudley Had Some Worrying Remarks During A Closed-To-The-Press Sessioncurrently at its highest levels post-crisis while the EV/Sales ratio is at the
Zero Hedge / Posted 26 days ago
currently at its highest levels post-crisis while the EV/Sales ratio is at the highest since the Tech Bubble" Overnight, CLSA's Valentin Marinov, after reading the latest BIS report, echoed BofA's assessment, as follows: The BIS annual report... Read more
26d
EuroNews
Some banks risk $240 million research loss as MiFID gives low-cost players a leg-upmonths – but Asia and the United States will be affected too. Global investment
EuroNews / Posted 26 days ago
months – but Asia and the United States will be affected too. Global investment banks such as Standard Chartered , CLSA, Jefferies and Barclays among others, have already retrenched staff or pulled back from equity research and... Read more
26d
The Star
Some banks risk US$240m research loss as MiFID gives low-cost players a leg-upnext 12 months - but Asia and the United States will be affected too. Global i
The Star / Posted 26 days ago
next 12 months - but Asia and the United States will be affected too. Global investment banks such as Standard Chartered, CLSA, Jefferies and Barclays among others, have already retrenched staff or pulled back from equity research and sales... Read more
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