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...
258 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...
461 Views
Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
213 Views
Kirin Seems Enticing from a Holdco Perspective, but Myanmar JV Still Poses Reputational & ESG Risks
We think the market has already overreacted to Myanmar’s JV troubles, but with the Myanmar coup still in the news, there is a chance that Kirin...
191 Views
TSE Restructure Might Force Japanese Beer to Break Their Capital Tie-Ups with Restaurant Chains
We expect the Japanese restaurants sector to remain oversold over medium term driven by the sell down of cross holdings by Japanese beer companies....
386 Views