Razer's Offer Spread Risk/Reward
The gross spread to the HK$2.82 per share offer has retouched the high of 23%. In the event of a failed deal, the strong fundamentals provide solid...
405 Views
Razer’s Privatisation Bid by Founders and CVC
While the HK$2.82 per share offer will leave many disappointed (such as IPO investors), it is reasonable compared to historical share prices and...
541 Views
Razer Potentially in Play?
Razer announced that Mr Tan and Mr Lim are in discussions with investors on a possible transaction that may lead to a general offer. The shares...
380 Views
Asia Shorts: Sharp, Cocokara, Rakuten, Park24, Doosan, HMM, Hynix, LG Chem, AUO, Yang Ming, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
313 Views
Emerging Market Overweights Series. Part 3: Taiwan Tech
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios. We analyse the drivers behind the move, the key conviction...
307 Views