Stock research on global mid-cap companies

Evaluate Research

Evaluate Research provides institutional quality stock research on small-cap and  mid-cap companies on a global basis, thus helping connect investors with the company.

At Evaluate Research, we provide free of cost to all investors a 20-25 page Initiation Report which evaluates in great detail all aspects of the company:  growth opportunities, catalysts, business description, competitive positioning, SWOT analysis, risks, etc.  In addition, we determine specific price targets for the company based on detailed 5-year complete forecasts of financial statements including IS, BS, CF, ratios, etc.  Finally, whereas many sell-side brokers offer sketchy and irregular ongoing maintenance research of companies, if not outright dropped or termination of coverage, at Evaluate Research we systematically monitor and regularly publish Update Notes covering quarterly earnings, major corporate events, etc.

All of the research reports are broadly and freely disseminated globally to leading Fund Managers and analysts who invest specifically in mid-size equities, and also on leading investment information platforms including: Bloomberg, Thomson Reuters, FactSet etc.

Stock research on global mid-cap companies, Evaluate Research

Equity Bottom-Up

<p><a target="_blank">Sun Hung Kai &amp; Co.</a><a target="_blank"></a>&nbsp;[86_HK; HK$5,490 million/ US$714 million market cap; HK$6.45 million total average daily value traded]&nbsp;recently announced that the unaudited consolidated loss for the ten months ended 31st&nbsp;October 2022 is expected to be approximately HK$1.38 billion, as compared to a profit of approximately HK$2.92 billion for the ten months ended 31st&nbsp;October 2021. The primary reason for the loss for the ten months ended 31st&nbsp;October is the marked-to-market losses on the financial instruments in the company’s investment management business. The losses on the financial instruments are on account of a challenging and volatile economic and investment environment with interest rates being increased rapidly by central banks globally and China’s zero-COVID policy.&nbsp;Hong Kong’s Hang Seng index had declined 37% to 14,687 in the first ten months of 2022, its lowest levels since April 2009.</p>

Sun Hung Kai &amp; Co.&nbsp;[86_HK; HK$5,490 million/ US$714 million market cap; HK$6.45 million total average daily value traded]&nbsp;recently announced that the unaudited consolidated loss for the ten months ended 31st&nbsp;October 2022 is expected to be approximately HK$1.38 billion, as compared to a profit of approximately HK$2.92 billion for the ten months ended 31st&nbsp;October 2021. The primary reason for the loss for the ten months ended 31st&nbsp;October is the marked-to-market losses on the financial instruments in the company’s investment management business. The losses on the financial instruments are on account of a challenging and volatile economic and investment environment with interest rates being increased rapidly by central banks globally and China’s zero-COVID policy.&nbsp;Hong Kong’s Hang Seng index had declined 37% to 14,687 in the first ten months of 2022, its lowest levels since April 2009.

SHK 86_HK: Dividend Yield 10%, P/E 1.6x, P/B 0.23x