Last Week in Event SPACE: Singapore Air, Evergrande/Hopson, HomeCo/Aventus, Irongate, Shinsei Bank
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
346 Views
Kirin: Holdco Discount Could Unwind As Institutional Investors Return Following Myanmar JV Troubles
Institutional investors are starting to return to Kirin in anticipation of a settlement for the Myanmar JV issues. We expect this change in...
415 Views
Thai Bev (THBEV SP): Neither Recovery nor BeerCo IPO Is Priced In. SOTP Suggests Upside.
SOTP based valuation analysis suggests room for near-term upside even at conservative valuation multiples assuming the worst of COVID is past us.
429 Views
Kirin: An End to Troubles in Myanmar JV Could Unwind the Multi-Year Low Holdco Discount
Kirin is currently trading at ¥1,982 per share, 5.5% above the past 52 week low just 7.2% above the COVID sell-off level. The market value of...
235 Views
Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
228 Views