Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
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Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
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Rakuten: Good COVID-19 Play; Possibility of Further Upside
Rakuten Inc (4755 JP)’s 1Q FY12/20 financial results upholds its position as a COVID-19 beneficiary. Hence, we expect the current rally in...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
369 Views
Rakuten: Q1 20 Results – Pandemic Play but Mobile Losses Are a Concern
There are two numbers from Rakuten’s report that stand out for us. The first is a 58% increase in domestic shopping eCommerce platform sales in...
319 Views