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Pair Trades and Long/Short Ideas
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Pair Trades and Long/Short Ideas
Sector/market-neutral pairs and long/short trades
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bullish
•
Rio Tinto Ltd
•
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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190 Views
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bullish
•
Alpha Bank AE
•
01 Jul 2024 19:10
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Issuer-paid
Alpha Bank - Moody’s raise to investment grade
On 27 June, Moody’s upgraded Alpha Bank’s long-term senior-unsecured debt rating by two notches to Baa3 (Ba2 previously), its long- and short-term...
Edison Investment Research
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160 Views
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bullish
•
Shanghai Rural Commercial Bank
•
20 Jun 2024 17:42
Quiddity Leaderboard CSI 300/500 Dec 24: A Long-Short Basket Trade Idea with High Momentum
The CSI 300 and CSI 500 index rebal events could see one-way flows of US$2bn and US$2.5bn respectively. Since roughly a third of the reference...
Janaghan Jeyakumar, CFA
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286 Views
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bearish
•
Capitol Health
•
20 Jun 2024 13:57
Capitol Health (CAJ AU)/Integral Diagnostics (IDX AU): An Improved Image
IF short IDX, long Capitol here, you're probably short Integrals FY24E final divi also. I'm not entirely comfortable with ACCC risk. Without that...
David Blennerhassett
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249 Views
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bullish
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Ngern Tid Lor
•
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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120 Views
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