Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Cross Asset Strategy

<ul><li>Magellan in the Know podcast discusses consumer sector turnaround opportunities</li><li>Definition of a successful turnaround and examples of companies that do and do not meet the criteria</li><li>Importance of consistent investment philosophy and focus on protecting against permanent capital loss</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Magellan in the Know podcast discusses consumer sector turnaround opportunitiesDefinition of a successful turnaround and examples of companies that do and do not meet the criteriaImportance of consistent investment philosophy and focus on protecting against permanent capital lossThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The art of the turnaround: investing in companies at a crossroads

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Luxury /:  Luxury brands cut price of exclusivity as Chinese spending drops</li><li>Trade /: Xi’s Southeast Asia tour underscores regional trade ties</li><li>Tariffs /Interview: China’s vast market can be key to trade negotiations</li></ul>

Luxury /:  Luxury brands cut price of exclusivity as Chinese spending dropsTrade /: Xi’s Southeast Asia tour underscores regional trade tiesTariffs /Interview: China’s vast market can be key to trade negotiations

CX Daily: Luxury Brands Cut Price of Exclusivity as Chinese Spending Drops 

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Macroeconomics

<ul><li>Technically, the SET Index is expected to move sideways with the resistance at 1,364/1,370 points and the support at 1,346/1,340 points.</li><li>KTX expects China's 4Q24 GDP to show signs of recovery, with consensus estimating GDP growth of 5.0% YoY and 1.6% QoQ (compared to 4.6% YoY and 0.9% QoQ in 3Q24).</li><li>The Easy e-Receipt 2.0 tax reduction measure (from January 16 to February 28, 2025) is expected to generate cash flow of Bt70bn and boost the economy by approximately 0.38%, benefiting the commerce sector.</li></ul>

Technically, the SET Index is expected to move sideways with the resistance at 1,364/1,370 points and the support at 1,346/1,340 points.KTX expects China's 4Q24 GDP to show signs of recovery, with consensus estimating GDP growth of 5.0% YoY and 1.6% QoQ (compared to 4.6% YoY and 0.9% QoQ in 3Q24).The Easy e-Receipt 2.0 tax reduction measure (from January 16 to February 28, 2025) is expected to generate cash flow of Bt70bn and boost the economy by approximately 0.38%, benefiting the commerce sector.

<ul><li>Technically, the SET Index is expected to move sideways up, with the resistance at 1,460/1,465 points and the support at 1,446/1,438 points.</li><li>We recommend buying on dips, supported by positive momentum from upcoming stock purchases by the Vayupak 1 Fund, which will begin tomorrow and serve as a catalyst for the market.</li><li>We anticipate the economic data will improve in October, following new stimulus measures announced by the People's Bank of China (PBOC) on Tuesday, September 24.</li></ul>

Technically, the SET Index is expected to move sideways up, with the resistance at 1,460/1,465 points and the support at 1,446/1,438 points.We recommend buying on dips, supported by positive momentum from upcoming stock purchases by the Vayupak 1 Fund, which will begin tomorrow and serve as a catalyst for the market.We anticipate the economic data will improve in October, following new stimulus measures announced by the People's Bank of China (PBOC) on Tuesday, September 24.

<ul><li>Technically, the SET Index is expected to move sideways down, with the support at 1,292/1,286 points and the resistance at 1,306/1,313 points (10-day EMA).</li><li>In the short term, the index is still moving in a downward direction toward testing the support at 1,286/1,281 points, which is the neckline of the double-top (M-shaped) downtrend pattern.</li><li>We recommend waiting to buy when a reversal pattern becomes evident.</li></ul>

Technically, the SET Index is expected to move sideways down, with the support at 1,292/1,286 points and the resistance at 1,306/1,313 points (10-day EMA).In the short term, the index is still moving in a downward direction toward testing the support at 1,286/1,281 points, which is the neckline of the double-top (M-shaped) downtrend pattern.We recommend waiting to buy when a reversal pattern becomes evident.

France

LVMH Moet Hennessy Louis Vuitton SE is a diversified luxury goods group. The Company produces and sells wine, cognac, perfumes, cosmetics, luggage, and watches and jewelry. LVMH Moet Hennessy Louis Vuitton serves customers in France.

LVMH Moet Hennessy Louis Vuitt (LVMUY US)

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LVMH Moet Hennessy Louis Vuitt (LVMUY US)

The art of the turnaround: investing in companies at a crossroads

The Magellan in the Know podcast discusses turnaround opportunities in the consumer sector, analyzing companies like Nike, Estee Lauder, Gucci, and...

MAGELLAN - IN THE KNOW

CX Daily: Luxury Brands Cut Price of Exclusivity as Chinese Spending Drops

Luxury /: Luxury brands cut price of exclusivity as Chinese spending drops Trade /: Xi’s Southeast Asia tour underscores regional trade...

Caixin Global

China's Retail Sales and 4Q24 GDP

Technically, the SET Index is expected to move sideways with the resistance at 1,364/1,370 points and the support at 1,346/1,340 points. KTX...

Krungthai XSpring

China's Manufacturing and Services PMIs

Technically, the SET Index is expected to move sideways up, with the resistance at 1,460/1,465 points and the support at 1,446/1,438 points. We...

Krungthai XSpring

Today's Dominant Ideas

Technically, the SET Index is expected to move sideways down, with the support at 1,292/1,286 points and the resistance at 1,306/1,313 points...

Krungthai XSpring

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)