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...
219 Views
Banks – Provisioning
There are stark differences in how provisioning levels changed since 4Q29 to early 2021. This can have implications for relative credit costs...
206 Views
Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
177 Views
Japanese Bank Lending: Zero She Flies
The sector’s surprise outperformance of Topix in CY2021 has been undermined by a sub-par June performance. Zero growth beckons. Caveat Emptor...
141 Views
Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
212 Views