HK Connect Ideas: Strongest Weekly Inflows, CCB, Tencent, Meituan (2019-08-23)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
401 Views
Last Week in Event SPACE: Chiyoda, Bandai, Unizo, Ascendas, Villa World, Avon, SIA Engineering
Last Week in Event SPACE ... As expected, Chiyoda Corp (6366 JP) is out of the Nikkei. Unexpectedly, Bandai Namco Holdings (7832 JP) is the...
615 Views
Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
525 Views
Screening the Silk Road: Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
In January 2019, we re-examined the divide between value and growth stocks, citing expectation of a reversal to value based on historical data and...
516 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
664 Views