Lonza: A Bellwether Biopharma Focused CDMO | At Inflection Point, To Benefit from Ongoing Capex
Over the next few weeks/months, we will be initiating coverage on a few key players in the Global CDMO space, where we see interesting growth...
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Wuxi Biologics - Recap/Learnings from past Placements
Wuxi Biologics (Cayman) Inc (2269 HK) has seen a total of ten placements since listing in Jun 2017. We've covered all of the deals. Given that the...
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Hong Kong Connect Weekly: $1bn Inflows into Tencent and Xiaomi
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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Asia Short Interest Weekly - PingAn, WuXi Bio, Meituan, SMIC, Fast Retail, Sumitomo, Yageo, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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