Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
206 Views
Global Equity Strategy: Opportunities In Real Estate and Health Care
The weight of the evidence continues to support our mixed, but overall constructive outlook. We outline the basis for our outlook and also...
173 Views
Starwood Bumps Terms, Lowers Threshold on Invesco Office
Starwood has raised their Tender Price. This is now +19.9% vs Peer-Adjusted Undisturbed, and substantially closes the gap vs "IOJ Asset Market...
415 Views
Starwood Targets Japan's First Hostile REIT Full TOB for Invesco Office J-REIT
Starwood announced it intends to conduct Japan's first TOB Tender Offer designed to delist a J-REIT. J-REIT voting rules/rights are different, and...
1.5k Views
Imperial Hotel (9708) - Redevelopment Might Hide an LBO Story
Imperial Hotel (9708) has been an event-in-waiting for a decade, and at the very least, five+ years. It may be for another five, but there is a...
336 Views