Jinxin Fertility Group IPO: Valuation Reasonable for the Trade-Offs
Jinxin Fertility Co Ltd (1951 HK) is a leading assisted reproductive service (ARS) provider in China and the US. It announced its IPO price...
983 Views
Snippets #19: Marijuana, Mergers, and More
Five interesting trends/developments that could impact Thai equities in the recent period: Legalization of medicinal marijuana. Thailand legalized...
261 Views
Snippets #18: Naughty CEOs, Southern Crusades
In this review, we highlight five new unrelated developments that might impact the Thai stock market if you happen to hold the affected...
488 Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
850 Views
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
341 Views