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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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Li Ning
•
19 Aug 2024 21:43
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Broker
Li Ning (2331 HK) - We See Long-Term Value but Short-Term Risks
Maintain BUY but trim our TP to HK$ 16.18, based on 12x FY24E P/E (cut from 15x, to factor in the industry de-rating). It is trading at 10x FY24E P/E.
CMB International
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153 Views
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bullish
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Lasertec Corp
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19 Aug 2024 08:41
Long 6920 Lasertec Corp | Short 6525 Kokusai Electric
Long Lasertech after a good set of numbers, Scorpion Capital concerns debunked; Short 6525 Kokusai Electric over continuing concerns over the US...
Andrew Jackson
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258 Views
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bullish
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Asahi Intecc
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15 Aug 2024 11:16
Long 7747 Asahi Intec | Short 7733 Olympus
Asahi Intec announces strong FY06/25 guidance, potential for short squeeze and upside; Olympus losing momentum with declining domestic sales.
Andrew Jackson
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301 Views
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bullish
•
Hana Financial
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26 Jul 2024 19:32
GEM Banks; Focus on Value Attributes and Returns Recovery Potential
Top picks for bigger cap GEM banks include Bank Mandiri, Hana Financial, CIMB Group, Bradesco, and CCB, while Kotak Mahindra Bank and ICICI Bank...
Victor Galliano
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420 Views
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bullish
•
Amorepacific Corp
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26 Jul 2024 10:31
StubWorld's: Amorepacific's NAV Discount Plumbs New Multi-Year Low
The implied stub - and simple ratio - are currently at extreme levels. Setting up the stub here - long Group, short Corp - is the obvious trade;...
David Blennerhassett
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417 Views
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