The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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Last Week’s GER IPO Research: Tencent Music, IPO Trading Strategy Deep Dive, WuXi, Junshi & Xinyi
Another busy week for IPO research from the GER team. This week, we recap the Tencent Music Entertainment (TME US) IPO which we noted is more...
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Campaign Sparring Re: Islam / KPK on PLN / Gov't Wants Unicorn IPOs / Loan Growth Uptick / WB on FDI
The Prabowo-Uno campaign are focusing on Central Java while elements on both fringes of the religious spectrum debate poligamy and whether Widodo...
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Softbank - Tear Sheet - Lucror Analytics
We view Softbank as “Low Risk” on the LARA scale, mainly as the company’s valuable assets more than compensate for its weak and deteriorating...
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The GER Weekly Events Wrap: Softbank, Graincorp, Trade Me and Familymart/Don Quijote
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the underlying returns at...
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