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Long and Short Ideas on Asian Largecaps
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Long and Short Ideas on Asian Largecaps
Research on Long and Short Asian Largecap Ideas
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bullish
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Micron Technology
•
23 Dec 2024 12:29
Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech
Micron's outlook disappointed last week, but the decoupling trade of Long SK Hynix vs. Short Nanya Tech is working. Consider swapping in Micron as...
Vincent Fernando, CFA
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bullish
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Banpu Public
•
18 Dec 2024 12:09
Quiddity Leaderboard SET50 Dec 24: Final Expectations; LONGs up +6% Vs SHORTs in a Month
The expected ADDs have outperformed the expected DELs by 17% on average since 29th November. With the official index changes to be confirmed in the...
Janaghan Jeyakumar, CFA
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467 Views
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bullish
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HDFC Bank
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16 Dec 2024 03:58
Banking on Success: A Long-Short Strategy for Nifty Banks
Long-short strategy with zero correlation to the NSE Nifty Bank Index with yield pick-up. Trade rationale supported by strong fundamentals,...
Gaudenz Schneider
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370 Views
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bullish
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Beijing Capital International Airport (BCIA)
•
11 Dec 2024 07:30
China Pair Trade: Long BCIA (694 HK), Short Air China (753 HK)
BCIA's profit rebound and duty-free sales recovery should drive returns, while Air China faces stronger USD and high US interest rates. These...
Osbert Tang, CFA
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265 Views
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bullish
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Seres Group
•
01 Dec 2024 15:28
Quiddity SSE50/180 Dec 24 Results: All SSE 50 ADDs in the LONGs Basket; Positive Start; More to Come
All five SSE 50 ADDs are in our previous LONGs basket. Since 5th Nov, the LONGs have outperformed the index by 2.7% which was a better return than...
Janaghan Jeyakumar, CFA
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