European Bank Screens 4Q20 – Our Picks in the Rotation to Value
The rotation to value benefits European banks, and there is further to go. 4Q20 results show resilient balance sheets; we focus on HSBC, Unicredit,...
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G Stands for Governance: When Jardine Makes a Mockery of ESG; JS Publishes 58.22 USD NAV on 31/12/20
ESG is the buzzword "du jour". When the G in ESG gets put to the test in the recent Jardine Strategic buyout the 33 USD offer price looks extremely...
638 Views
Aztech Global – Delighting People with Smarter Solutions – Debuts on SGX
Aztech Global listed on the SGX Mainboard today. The technology unit of Aztech Group (previously listed on SGX), provides one-stop design and...
624 Views
HSI Index Rebalance Preview: Potential Changes in June
Following the proposed changes to the HSI, we identify potential inclusions and exclusions at the June review. Turnover will be high due to changes...
631 Views
HSBC: On Review for Downgrade, Buy the Dips
The capital buffer over the Point of Non-Viability matters most to Tier 2 investors. Moody’s Tier 2 ratings are mechanically, rather than...
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