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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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Rio Tinto Ltd
•
04 Nov 2024 06:26
Selected European HoldCos and DLC: October'24 Report
Discounts to NAV of covered holdcos mainly widened during October. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
Jesus Rodriguez Aguilar
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116 Views
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bullish
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Evergreen Marine Corp
•
22 Oct 2024 18:30
Quiddity Leaderboard TDIV Dec 24: Trade Successful; +9.5% in Three Weeks; More Upside Possible.
The LONG-SHORT trade focusing deep-in-the-money ADDs and DELs has delivered strong market-neutral returns over the last few weeks and we see more...
Janaghan Jeyakumar, CFA
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283 Views
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bullish
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NIFTY Index
•
13 Oct 2024 15:47
EQD | Long Nifty 50 Vs. Short Nikkei 225 - A Relative Value Option Strategy with a Kicker
Option strategy: exploit relative value in implied volatilities combined with directional positioning for a leveraged payoff in a long Nifty 50 vs....
Gaudenz Schneider
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349 Views
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bullish
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Haitong Securities Co Ltd (H)
•
10 Oct 2024 10:52
Guotai Junan (2611 HK)/Haitong (6837 HK)'s Merger: A Win For H-Shareholders
Done and done. After bigly moves in both stock, I see the gross/annualised return at 21%/22%, assuming late 3Q25. If you can take down borrow...
David Blennerhassett
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915 Views
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bullish
•
Rio Tinto Ltd
•
04 Oct 2024 05:01
Selected European HoldCos and DLC: September'24 Report
Discounts to NAV of covered holdcos mainly widened during September. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
Jesus Rodriguez Aguilar
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291 Views
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