Eagle Cement’s Potential MTO of PHP22.02 from San Miguel
The regulator should approve as it previously considered San Miguel and ECC as part of the same group. Timing is the key risk. At the last close,...
224 Views
Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
394 Views
Value Remains Leadership; Actionable Ideas: Energy, Financials, Industrials, and Materials
We are sticking with Sectors and stocks that have remained technically sound throughout this correction, not on areas that are just now spiking...
313 Views
Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
227 Views
Taiwan Long/Short Trades: Relative Performance, Shorts & Valuations
We identify three pairs in Taiwan that are correlated, where the price ratio is trading near a high/low, valuations are supportive and short...
230 Views