Saudi Aramco - Prospectus Review - Low Beta Yield Play
658 pages of fun lead us to the same conclusion from our previous note. This will be a low beta asset and the yield is key. Our assumption...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
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Aramco Unveils IPO: Pros and Cons of Buying the Saudi Crown Jewel
Saudi ARAMCO (131861Z AB) on Sunday finally launched the formal process for its long-awaited initial public offering. Share sale will begin this...
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Saudi Aramco IPO Steps Closer. What Do We Know? What Should You Do?
Lots of smoke, so we expect an announcement on Sunday about an IPO at or near the USD2tn MCap level.Expensive (duh), but may have a spot in the...
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Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
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