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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
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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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Alpha Bank AE
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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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164 Views
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bullish
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Shanghai Rural Commercial Bank
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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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331 Views
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bearish
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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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