EM Neobanks – Positive on Banco PAN, Cautious on Nubank & KakaoBank Is One to Watch
Positive on Banco PAN for healthy metrics, attractive valuations and capital adequacy. Cautious on Nubank due to capital erosion and lofty...
696 Views
S Korean Banks Screen; KB Financial (105560 KS) Most Compelling on Valuations, Return Trends & PEG
KB Financial is our preferred pick for S Korean banks due to good control of NPL & precautionary ratios, low PBV ratio, rising returns, and strong...
469 Views
KRX Short Interest Weekly (Oct 27th): Samsung Biologic, Skc, Hotel Shilla Co, Ecopro
We analyzed KRX short interest report for the past week and highlight short interest changes in Samsung Biologic, Skc, Hotel Shilla Co, Ecopro,...
222 Views
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
598 Views
Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
434 Views