DTAC/True Merger VTO Risk/Reward
The DTAC/True merger hinges on regulatory approval. The LONG True and SHORT DTAC trade is attractive, with the current spread to the div-adjusted...
371 Views
Japan Emerging as Leadership; Actionable Themes: Japan and Defensives
Despite the intact downtrend on Japan's TOPIX, relative strength is reversing topside a 4.5-year downtrend; this tells us Japan is emerging as...
552 Views
Wilmar leads buyback tally; YZJFH directors acquire shares
For the 5 trading sessions spanning Apr 29 to May 5, the Straits Times Index (STI) gained 0.3 per cent, with the FTSE China A50...
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STI Leads Global Developed Stock Benchmarks in 2022 YTD
For the first four months of 2022, the STI generated an 8.7% total return, ranking as the strongest performing developed market benchmark...
51 Views
MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
420 Views