Fri 8:43am


This space is reserved for Asagi to introduce himself.

Asagi's Latest Comments

TBC Bank (LON:TBCG) is one of my longstanding holdings. Q1 results today from this FTSE 250 Georgian bank. profit amounted to GEL 133.3 million (1Q 2018: GEL 97.5 million; 4Q 2018: GEL 130.1 million) § Return on equity (ROE) amounted to 23.8% (1Q 2018 : 21.0%; 4Q 2018: 24.3%) § Return on assets (ROA) amounted to 3.6 % (1Q 2018: 3.2%; 4Q 2018: 3.5%)…

Anyway, it basically seems to me that the business model of Funding Circle doesn’t work as intended and that as result they have no competitive advantage and are thus to be avoided.agreed. I tried to open a short this week with Spreadex but was told no borrow available.Asagi (no position)

Normal Market Size (i.e the standard trading bloc of shares that are traded) this term has been renamed 'Exchange Market Size' now. It is actually the maximum number of shares that a market maker's quoted bid:offer spread must be good for in one trade. There's an apparently decent article on the subject here (I've not read it all) Asagi

meanwhile, what has Tim Martin of J D Wetherspoon (LON:JDW) going to say about Brexit and beer?The vexed debate about Brexit has continued since the referendum, nearly three years ago. Although the public voted to leave, the majority of 'the establishment', including most MPs, most universities, the Bank of England, the CBI and media organisations such as The Times, the Financial Times and The Economist…

steady as she goes at Orchard Funding (LON:ORCH) looks like they took just six weeks to get the H1s out. Essentially, the company is a smallcap lender. Mcap £17.5m, P/E 16.4, yield 3.9%. Quite a large spread, as you might imagine. Management speak is confident but no signs of trouble or go-go growth coming down the pike. Asagi (no position)

Asagi Followers

Asagi has 1 follower including:

Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis