HMC hmc capital limited

Ann: Macquarie Conference Presentation, page-18

  1. 149 Posts.
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    I get your point on the credibility part, but DGI is up 45% since its lows and it has strong tailwinds with AI and lower rates domestically.

    They have large FUM in areas with different branding (Payton, StratCap, Neoen etc) and in sectors performing well like Credit, PE, Capital solutions etc

    Anyway, it just seems like the market has tunnel vision currently - time will tell.
 
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