Asia Short Interest: Xinyi Solar, Alibaba, Tencent, ENEOS, Resona, Toshiba, Samsung, TSMC, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
359 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
232 Views
Toa Oil (5008) - Idemitsu Looking To The Next Attempt?
The Idemitsu TOB for Toa failed but Idemitsu still wants it. The question is when and how. Cornwall is now above 30% and the market can clearly...
434 Views
Toa Oil (5008) - The Dog Has Caught the Car, But Beware Mangalores
The Idemitsu Tender Offer for Toa failed. Independent shareholders stayed away in droves. Next, Idemitsu may be inclined to try something less...
392 Views
Toa Oil (5008) Tender - Has the Dog Caught the Car?
Idemitsu has big restructuring goals, and Toa Oil plays a part, but is faced with a big bump to get their Toa deal done. If The Dog Catches The...
557 Views