Vipshop (VIPS US): Too Cheap to Ignore
Rejuvenated growth slowed in 2Q21, but I offer three reasons why investors should use the recent pullback as an opportunity.
165 Views
HSCEI Dividend Futures: Fair Value & Catalysts Point to Downside for 2022
We see around 6 points of downside on the HSCEI 2022 dividend futures from the last traded price. There are more negative catalysts for the 2022...
233 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, 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...
277 Views
Coupang (CPNG US): Heavier Bleeding Takes the Wind Out of Coupang's Sails
Coupang's share price fell 8% after the company's 2Q21 results were announced. Does this present an entry opportunity? I believe there is still a...
335 Views
Alibaba (BABA): Sexual Harassment Just Before Department Reform
A female employee was sexually assaulted by a client and her immediate superior. TXD has been marginalized before the scandal. We believe the...
262 Views