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...
321 Views
China Steel (2002 TT, TRADING BUY, NTD33.70)
Long-term changes in market structure; recommend TRADING BUY. China Steel may maintain steady earnings in the next few years due to the following:...
54 Views
Vulcan Steel Limited IPO - Past Performance Looks Fine but Margins Might Be at Cyclical Highs
Vulcan Steel Limited, a pure-play value-added steel distributor and processor, aims to raise around US$273m (A$371m) in its Australia and NZ IPO.
324 Views
Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
221 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
311 Views