Kirin: Holdco Discount Could Unwind As Institutional Investors Return Following Myanmar JV Troubles
Institutional investors are starting to return to Kirin in anticipation of a settlement for the Myanmar JV issues. We expect this change in...
406 Views
Kirin: An End to Troubles in Myanmar JV Could Unwind the Multi-Year Low Holdco Discount
Kirin is currently trading at ¥1,982 per share, 5.5% above the past 52 week low just 7.2% above the COVID sell-off level. The market value of...
215 Views
Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
214 Views
Asia Shorts: Cosco Ship, Kuaishou, Pop Mart, WuXi, Takeda, Kirin, Monex, HMM, NC Soft, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
243 Views
July TOPIX FFW Rebalancing Trade
The TOPIX July FFW rebalance is large this year, on what is generally an overlooked rebalance trade. There are several multi-hundred million...
443 Views