BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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StubWorld - Hang Lung, CK Hutch
This week ... Hang Lung Group Ltd (10 HK) closed at a 52-week price low and is approaching a multi-year low against Hang Lung Properties Ltd (101...
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BEW Placement: Visible Growth Thanks to Strong Project Pipeline
Beijing Enterprises Water Group Limited (371 HK), a leading China water sector player, is raising USD328-345m after market close today. In this...
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StubWorld - Set-Up & Unwind Extremes (16 Aug 2017)
This week I briefly look at recent bifurcations in Beijing Enterprises Hldgs (392 HK) and First Gen Corporation (FGEN PM), amongst others. These...
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China Everbright Greentech IPO: Beware of GS' Pull-Out; Reminiscence of Datang Env?
China Everbright Greentech (1257 HK) plans to raise up to US$425m in its initial public offering. I had earlier written an insight (China...
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