No Détente for Descente: Itochu Launches Partial Tender
In an event which should have been less of a surprise than it seems to have been, Itochu Corp (8001 JP) today announced it would launch a Partial...
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Notes from the Silk Road: Xtep Int’l Holdings (1368 HK) - Confirming a Step Up
■ Two positive announcements in quick succession: Xtep International (Xtep) have confirmed our outlook that their turnaround strategy is on track,...
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Chinese Ecommerce Q4 Earnings Previews: BABA (+); JD (-); BZUN (-)Related - GOOS (+)
Investors have started to show widening divergence in macro views and consequent equity strategies in 2019. Bulls believe that capital markets are...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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