Descente Descended and Itochu Angle Is More Hostile
Descente Ltd (8114 JP) has been in the press quite a bit in recent days with management commentary about how the company and directors disagree...
733 Views
No Détente for Descente: Itochu Launches Partial Tender
In an event which should have been less of a surprise than it seems to have been, Itochu Corp (8001 JP) today announced it would launch a Partial...
882 Views
Notes from the Silk Road: Xtep Int’l Holdings (1368 HK) - Confirming a Step Up
■ Two positive announcements in quick succession: Xtep International (Xtep) have confirmed our outlook that their turnaround strategy is on track,...
402 Views
Chinese Ecommerce Q4 Earnings Previews: BABA (+); JD (-); BZUN (-)Related - GOOS (+)
Investors have started to show widening divergence in macro views and consequent equity strategies in 2019. Bulls believe that capital markets are...
417 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
762 Views