Sony – The Future of VR, Metaverse and the Conglomerate Premium
Sony's ability to generate synergies across its business units is a hard earned soft asset that has taken decades to cultivate and should warrant a...
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Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
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Net Protections Holdings IPO - Mixed Bag of Positives and Negatives
Net Protections Holdings (NPH), a buy now pay later service provider, aims to raise up to US$570m via selling a mix of primary and secondary shares...
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Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
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Global Emerging Markets Weekly: 12 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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