PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
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Asia Ex-Japan: Industrials Rotation
Investor sentiment in the Industrials sector is turning positive after a multi-year decline among active Asia Ex-Japan fund managers.
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PSEi Index Rebalance Preview: Follow-On Offering Could See ACEN Added, DMC Deleted
AC Energy could be added to the PCOMP Index due to its upcoming follow-on offering. DMCI could be deleted. Inclusions have historically...
604 Views
StubWorld: Iljin, Alliance Global, H2O/Toho, Daewoong, Silicon Integrated/United Micro, Ayala
This week in StubWorld ... A change of pace with RV bifurcations having settled down (somewhat) from a month ago: a quick read through on three...
390 Views
StubWorld: Bank of Kyoto, Wheelock/Wharf, AVIC, Alliance Global
This week in StubWorld ... Bank Of Kyoto (8369 JP) is "cheap" but management has no intention of unwinding its cross-holdings. Wheelock (20...
603 Views