2024 High Conviction: Underwriting Prudential’s Investment Case into 2024
We continue underwriting Pru’s investment case into 2024, with the market now assigning a negative new business multiple. Any modest improvement in...
Asia Financials: The Fallout from SVB and Silvergate | Where's the Biggest Asset/Liability Mismatch?
For the most part, we expect Asia financial names to be able to withstand the SVB / Silvergate fallout. But risks in ALM are reminiscent of what...
Great Eastern Holdings (GE SP): Playbook as OCBC Offer Declared Final, IFA Opines NOT Fair
Shares will likely breach float requirements and be suspended at offer close. While trading through terms, recent precedent suggests that investors...
CX Daily: ByteDance Holds Firm Against Selling TikTok Despite U.S. Ban Threat
TikTok /: ByteDance holds firm against selling TikTok despite U.S. ban threat Corruption /: Head of Chinese Football Association sentenced to life...
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