EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Manulife Financial (MFC CN) Canada

Financials

Veritas Investment Research

Current share price implies a ~6.0x multiple to Nigel D’Souza’s medium-term core earnings forecast (~30% discount to peers) - Nigel views this discount as unwarranted given MFC's strong capital position, positive cumulative policyholder experience during the pandemic, stable insurance earnings, and lower sensitivity to market declines. Nigel’s report includes details on the effects of IFRS 17, as well as an analysis of MFC's assets under management, Asian and Covid pressures and LICAT ratio.

Edition: 136

- 27 May, 2022


Canadian Banks

Financials

Veritas Investment Research

Rising risks trump rising rates - Nigel D’Souza expects market sentiment to shift over the coming months as slowing economic growth and elevated credit risk outweighs the benefit of higher NII. Ahead of this inflection point, Nigel is lowering his sector forward P/E multiple for Canadian banks to 10.6x (NB assuming a pre-pandemic PCL ratio, it currently stands at 13.5x, the highest multiple since the GFC). He downgrades Scotiabank, CIBC, National Bank, RBC and TD Bank to Sell. If you are taking money off the table in banks, consider moving it to the insurers. Nigel continues to pound the table on Manulife Financial and recently upgraded Sun Life and Great-West Lifeco to Buy.

Edition: 129

- 18 February, 2022


Manulife Financial (MFC)

Financials

Veritas Investment Research

Deeply discounted - trades at an unjustified and substantial discount to large cap peers. Excess capital is $23bn! To put that into context, MFC is currently trading at ~$46bn market cap. If MFC were a bank, that would be the equivalent of the bank trading as if it was insolvent. Solid underlying fundamentals will overcome negative investor sentiment. Dividend yield >4.5%. TP C$33 (30% upside).

Edition: 120

- 01 October, 2021