BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
191 Views
Levels to Buy Asian Tech Giants
After a hard SOX decline in the US, Asia tech is now back at more attractive levels on a medium term basis and we are even seeing initial positive...
160 Views
2318 HK (Ping An Insurance) Decade Long Triangle Exit - Target 123.50 (+42%)
PREFERRED CASEintermediate pullback below 87.60 to 70.00 max 62.00 before resuming the bullish move to 123.50Should you have any questions and wish...
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Increasing Ping An's FVE as Core Business Will Increasingly Benefit From Technology Adoption
We increase our fair value estimate for Ping An Insurance (Grp) Co Of China Ltd. (2318 HK) to HKD 93 per share from HKD 69 for the H shares, and...
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