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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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JD Logistics
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07 Jul 2024 06:07
Quiddity Leaderboard HSCEI Sep 24: Final Ranks and Updated Flow Expectations
The expected ADDs have underperformed the expected DELs in the last month and the last three months which means avoiding the standard LONG-SHORT...
Janaghan Jeyakumar, CFA
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337 Views
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bullish
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Rio Tinto Ltd
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02 Jul 2024 05:45
Selected European HoldCos and DLC: June'24 Report
Discounts to NAV of covered holdcos didn't follow a clear trend during June. What seems interesting: Porsche SE vs. listed assets and the Rio DLC...
Jesus Rodriguez Aguilar
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203 Views
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bullish
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Ngern Tid Lor
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18 Jun 2024 16:13
Quiddity SET 50 Jun 24 Rebal: 4 Changes Confirmed; LONGs up 5.2% Vs SHORTs in a Month
Our sector-neutral trade ideas have generated a long-short return of 5.2% in a month which was significantly better than being LONG 4 Expected ADDs...
Janaghan Jeyakumar, CFA
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153 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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13 Jun 2024 20:00
Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again
Latest analysis for Taiwan ADR premiums including key levels to long or short the ADRs' premium or discount to their respective local Taiwan shares.
Vincent Fernando, CFA
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232 Views
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bullish
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Meituan
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06 Jun 2024 17:50
Meituan Is the Biggest Beneficiary of China's Domestic Travel Recovery
Consumer enthusiasm for long-distance trips during the Dragon Boat Festival has cooled. Short-distance tours are popular, benefiting low-cost...
Blue Lotus Research Institute
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