Taiwan Business: A Quarter of Underperformance Looks Overdone
We have been positive about Taiwanese banks for some time. And while we would not be surprised if investors have reduced their holdings, we see an...
432 Views
KKR's "Low-Ball" Offer for LCY Chemical Likely to Succeed
On Sunday, KKR and LCY Chemical Corp (1704 TT) jointly announced the signing of a US$1.56bn share exchange agreement for a consortium led by KKR to...
815 Views
Tencent's Dominant Mobile Gateway and Strength in Gaming Makes It a Top Thematic Pick
We have raised our online game forecasts for Tencent (700 HK) and this leads to a modest increase in our target price from HK$371 to HK$375.We are...
308 Views
China Life (2823 TT) Partial Offer : Arb Grids & Comps
On 7 July 2017, China Development Financial (2883 TT; "CDF") announced that it would commence an all-cash tender offer for 25.33% of China Life...
597 Views
BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
341 Views