Bear and Bull

Equity Analysis

Author: Brandon

SPD

Summary:

  • Sports Direct poses an efficient model ready for international expansion.
  • Overly aggressive negative sentiment providing buying opportunities.
  • Fundamental research in this article indicates a 30% upside potential.

Full article can be found here.

HSX

Summary:

  • Poor re-insurance results is expected to cause lower earnings per share. This overlooks Kiskadee a strong operation which should offset reduced earnings.
  • Hiscox continue to expand total business and at an impressive 19.9% return on equity.
  • Hiscox are currently trading at a lower than trend P/B.
  • Expected to beat earnings consensus causing a positive revaluation.

The full article can be found here.

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