GEM Weekly (21 Apr 2023): China GDP and Activity Data, Indonesia Rates; Alibaba, TSMC, Ant Financial
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
391 Views
HSCEI Dividend Futures: Nearing the Pointy End of Results Season
Over half of 2023 DIPS are now confirmed & will rise to 80% by close tomorrow. There is FX risk attached to most dividends. The 2023/24 steepener...
407 Views
Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023.
542 Views
HSCEI Dividend Futures: Fair Value Estimates as Result Season Looms
HSCEI constituents will declare 2022 results and dividends in the next few weeks. 2023 div futures are trading around fair, but there could be...
501 Views
Rakuten Bank IPO Early Look - The Negatives - Is Already Slowing Down
Rakuten Bank, the online banking arm of Rakuten Inc (4755 JP), aims to raise around US$500m in its Japan listing in April 2023. In this note, we...
566 Views