BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
458 Views
Last Week in Event SPACE - Henderson, Akatsuki, Lotte
This week, is Henderson Land Development (12 HK) truly the bastion of affordability? Game-on for Akatsuki Inc (3932 JP) and the Lotte Shopping Co...
258 Views
StubWorld - Set-Up & Unwind Extremes (25 Aug 2017)
This week I briefly look at recent bifurcations in China Unicom Hong Kong Ltd (762 HK) and Henderson Land Development (12 HK), amongst others.These...
185 Views
StubWorld - Set-Up & Unwind Extremes (16 Aug 2017)
This week I briefly look at recent bifurcations in Beijing Enterprises Hldgs (392 HK) and First Gen Corporation (FGEN PM), amongst others. These...
357 Views