StubWorld: Prosus' Move On Russian Exposure Overdone
Even if OLX and VK Group are written down to zero, the implied stub has overshot the mark. I'd set up a long Prosus, short Tencent here.
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NIO HK Listing - Ticking the Box
NIO announced that it would look to list in the HK by way of introduction with trading set to begin on 10th March 2022. In this note, we take a...
294 Views
DLC Suite Expands, Providing More Opportunities to Harness Volatility
Daily Leverage Certificates (DLCs) offer flexibility to trade both rising and falling markets, with long or short 5x or 7x leveraged exposure,...
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SBI Sumishin Net Bank Pre-IPO - Earnings Forecast and Thoughts on Valuations
SBI Sumishin Net Bank (SSNB) will be looking to raise around US$1.1bn in its upcoming IPO. In this note, we talk about our earnings forecast and...
382 Views
HSI, HSCEI, HSTECH: March Rebalance Flows Post Capping
The March rebalance of the Hang Seng family of indexes will use todays closing price to cap the stocks. The one-way trade across the HS, HSCEI and...
443 Views