Asia Shorts: Meituan, Kuaishou, Zhongsheng, Toshiba, Monex, Orix, Samsung, HMC, China Steel, Innolux
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
383 Views
Rakuten Group - IPhone Adoption Boosts Consumer Offering Now that Funding Is Secured
Rakuten has secured the iPhone for its mobile service which removes a key differentiating factor although the largest one, coverage, will take...
340 Views
NTT 2022 Consensus Has *almost* Caught Up To Pro-Forma - But It's Still Probably Low
NTT Street Consensus for FY21-23 should have had a jump shift at the end of September last year. It did not. It slowly drifted higher. I expect a...
292 Views
2021 JAPAN DELTA: This Year's Div Trade Not Like Last Year's Div Trade
Japan's Annual Dividend Trade is big, and this year, despite some economic weakness since last year, it is still quite bigly. But there may be...
544 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...
350 Views