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Sell / Short Ideas

Sell / Short Ideas
Outperform on the downside

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bearishLG Display
27 Jul 2024 05:00Syndicated

Tech Supply Chain Tracker (27-Jul-2024): ST cuts 2024 outlook as demand slows.

ST cuts 2024 outlook, VCs advise Taiwan startups on AI, global regulators target tech giants, LG faces OLED shortage, Thailand stabilizes...

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bearishBP PLC
26 Jul 2024 23:37

[Earnings Preview] BP's Woes Continue: Weak Refining Margins to Squeeze Earnings

BP faces continued challenges with lower refining margins and weak oil trading. It expects USD 1-2 billion in impairments but anticipates some...

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26 Jul 2024 17:48

Doosan Bobcat Employees Involved In Major Breach of Duty + Doosan Group Pushes Ahead With Merger

On 26 July, it was reported in the local media that there has been a major breach of duty by nearly 40 current/former employees at Doosan Bobcat.

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26 Jul 2024 12:00

Hong Kong Buybacks Weekly (Jul 26th): Meituan, Aia, Hsbc

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Meituan (3690 HK),...

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bearishTencent
26 Jul 2024 11:44

Tencent/Netease: Zero for Major Names; Industry Revenue Growth Flattish in First Half

We analyzed the July China game approval data. Though China is approving games at an speed that is upbeat for investors, concerns remains as to...

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