StubWorld: Buoyant Henderson As Hong Kong Eases Covid Rules
Henderson's stake in HKCG is a weak stub - accounting for ~47% of market cap, but ~14% of GAV. But I think Henderson has more to run here. Its P/B...
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Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
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Japan - Big Shorts on Zozo (3092 JP)
The short notional in the market for the week ended 15 November is US$25.82bn (down by US$480m) with the largest short positions in Itochu Corp...
437 Views
Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
549 Views
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
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