COLLECTION
Consumer Discretionary

Consumer Discretionary
Insights in the Consumer Discretionary Space

20.8k
Insights
7.0m
Views
16
Followers
bearishHang Seng Index
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...

Logo
John Ley
37 Views
Share
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...

Logo
69 Views
Share
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'...

Logo
105 Views
Share
bullishPanasonic Corp
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...

Logo
113 Views
Share
x