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Brookfield Asset Management Lt (BAM US)
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Canada
Brookfield Asset Management Ltd. operates as an investment management firm. The Company focuses on property development, renewable energy, infrastructure, insurance, and private equity. Brookfield Asset Management serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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02 May 2024 16:21
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Syndicated
Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
Contrarian Cashflows
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bullish
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ESR Group
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25 Feb 2024 17:04
ESR Group (1821 HK): Evaluating a Potential Privatisation
The offer probability is low as a scheme would likely require a HK$16.00 offer, posing a funding challenge. Nevertheless, the upside remains as ESR...
Arun George
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686 Views
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bullish
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Integral
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19 Sep 2023 01:01
Integral Corporation IPO: Trading Debut
The shares will be listed on 20 Sep. The market sentiment on the sector has steadily improved since the prospectus' release. Our analysis suggests...
Arun George
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344 Views
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bullish
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Integral
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04 Sep 2023 20:16
Integral Corporation IPO: New Price Range Is Tempting
Our analysis suggests that the revised IPO price range is attractive compared to peer multiples. The re-rating of peers since the release of the...
Arun George
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385 Views
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bearish
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SHEIN
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04 Sep 2023 09:28
Why Is SHEIN Getting Into Bed with Forever 21? | Plus, More Legal and Political Challenges in US
In this insight we evaluate the new relationship between SHEIN and US brand Forever 21. Our main conclusion is that SHEIN is acting in response to...
Tracking Traffic
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529 Views
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