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Consumer Discretionary
Insights in the Consumer Discretionary Space
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bearish
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Hang Seng Index
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05 Nov 2024 15:17
EQD | Asia November Vol Roadmap - The Waiting Game
Major markets are not monetizing, with US FOMC and election impacting implied vols. Hang Seng, Shanghai Shenzhen, and Nikkei 225 have elevated...
John Ley
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37 Views
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bullish
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Air Link Communication
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05 Nov 2024 12:35
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Broker
Air Link Communication (AIRLINK): 1QFY25 EPS at Rs2.1 up 7% YoY - "Buy" stance maintained
Air Link Communication (AIRLINK) announced its 1QFY25 result today, where the company recorded consolidated earnings of Rs842mn (EPS of Rs2.1),...
Topline Securities
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35 Views
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bullish
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Eternal Beauty Holdings Limited
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05 Nov 2024 09:48
Eternal Beauty Pre-IPO - The Positives - Expanding Its Brands and Offering
Eternal Beauty Holdings(EB) is looking to raise about US$200m in its upcoming Hong Kong IPO. In this note, we talk about the positives aspects of...
Sumeet Singh
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69 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 08:30
Geely Auto (175 HK): Initiation: A Key Play on China EV and Global Expansion Theme
Geely Auto poised to outperform peers with focus on new EV brands, exports, making it a top play in context of our bullish view on Chinese OEMs'...
Raj S, CA, CFA
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105 Views
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bullish
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Panasonic Corp
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05 Nov 2024 07:12
Panasonic (6752): Blows Past Consensus
Panasonic outperforms in Q2, trading at 60% of book value; Jtekt misses but raises dividend; Aisin misses slightly, price/book value falls to...
Michael Allen
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113 Views
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