Chervon Holdings IPO - Valuation Isn’t Demanding, but Timing Is
Chervon Holdings Limited (CHL) plans to raise around US$400m in its Hong Kong IPO. In this note, we undertake a peer comparison and talk about...
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Chervon Holdings Pre-IPO - The Negatives - Patchy Disclosures Including About Its Largest Customers
Chervon Holdings Limited (CHL) plans to raise around US$500m in its Hong Kong IPO. In this note, we look at the not so pleasant aspects.
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ASX200 Index Rebalance Preview: Three Potential Changes for Now; Could Increase to Five
There could be up to 5 changes at the next ASX200 rebalance in March. The expected adds have outperformed the deletes significantly and are trading...
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Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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Aussie Equities Month in Review (May 2019)
Australia was the best-performing developed market in May, due to surging iron ore prices and a market-friendly domestic election result. Sharply...
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