ASX100/200/300 Index Rebalance Preview: Big Impact & Large Shorts
There are a lot of changes expected across the ASX100, 200 & 300 indices at the September rebalance. A lot of those stocks will have a large impact...
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ASX300 Sep 2021 Index Rebalance Preview: Changes Galore
There could be 8 adds and 5 deletes to the ASX300 index at the September rebalance. The stocks have moved but the index is not very widely tracked,...
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China Youran Dairy Group IPO: Valuation Insights
At the mid-point of the IPO price range, the gross proceeds are $722 million. Overall, we are inclined to participate at most at the low end of the...
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China Youran Dairy Group IPO: Valuation First-Look
Youran is pre-marketing an HKEx IPO to raise $800 million, according to press reports. In this note, we present our forecasts and take the first...
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2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
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