JL Mag Rare-Earth A/H Listing - High-End a No Go, Post Correction
JL Mag Rare-earth Co. Ltd (JLM) aims to raise up to US$650m via its H-shares listing. In this note, we will look at the valuation and other deal...
290 Views
COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference
COP26, the climate conference happening now, will impact global capital markets. Perhaps over the next two weeks, depending on headlines, but...
137 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
276 Views
HK Short Interest: Short Spiked for Geely, Ganfeng Lithium
We highlight the short spikes for Geely (175 HK) and Ganfeng Lithium (1772 HK) in the latest short position released by Hong Kong SFC.
155 Views
Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
194 Views