BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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Last Week, in Event SPACE (15 May 2017)
In this note, Obayashi Road Corp (1896 JP) received an underwhelming offer; Television Broadcasts Ltd (511 HK) obtains the necessary buyout waiver...
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Swire 70 Base Line Rally Pivot
Swire is trading at a deep discount and does show an increasing probability of holding the key 70 as a number of technical signals start to...
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Jardine Maths on Jardine Stratospheric
Following Jardine Strategic Hldgs Ltd (JS SP)’s MSCI inclusion at the end of February, after a brief respite, it has continued to outperform...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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