2022 High Conviction: CK Hutchison (1 HK) Trading At Its Widest Ever Level
C KH is inexpensive, versus historical levels, and when compared to peers. Net of CKI, the marker is assigning HK$9bn less for the stubs ops after...
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HSI, HSCEI, HSTECH: December Rebalance Flows Post Capping
The Dec rebalance of the HK indices will use today's closing prices to cap the stocks at 8%. Meituan and Tencent will see large outflows due to...
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FWD Pre-IPO - Peer Comparison
FWD, a pan-Asian life insurer founded by Richard Li, aims to raise up to US$3bn in its US IPO. In this note, we will undertake a peer comparison.
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FWD Pre-IPO - The Positives - Growing Fast
FWD, a pan-Asian life insurer founded by Richard Li, aims to raise up to US$3bn in its US IPO. In this note, we will talk about the positive...
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Global Emerging Markets Weekly: 17 September 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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