Last Week in GER Research: Topsports, Bitauto, Cloudminds, Manulife, Maple Ind. Trust and Budweiser
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week, we assess the IPO prospects for...
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Topsports International IPO: Holds Its Own Against Global Peers
Topsports International (TOP HK) is the sportswear division of Belle International. Topsports will open its books tomorrow for a Hong Kong IPO to...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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Nexon... When Saving Money Is Not in Investor Interests, Only Management's
The Japanese stock market is replete with companies that never quite deliver on their potential. Some seem to just miss the target time after time,...
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