Global Emerging Markets Weekly: 3 September 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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Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Bukalapak (BUKA IJ) - The Magic of Mitra
Bukalapak released an impressive set of 2Q2021 results, with the MSME Mitra business now close to half its TPV and showing triple-digit YoY growth....
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Kakao Bank Placement - Its Expensive but the Discount Is Enticing
Korea Post plans to raise around US$947m via selling all of its 2.5% stake in KakaoBank (323410 KS). This is a clean-up trade.
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ANE Logistics Pre-IPO - Margins Expanding but Appears to Be Falling Behind
ANE, an express freight network operator in China for less-than-truckload (LTL) market, aims to raise around US$500m in its Hong Kong IPO.
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