Remain Overweight Europe/UK & Non-US Equities; Pullback Over?; Buys in Industrials and Financials
Remain overweight Europe/UK and non-US equities; we are buyers on pullbacks as long as the FTSE 100 is above 7700, the STOXX Europe 50 is above...
349 Views
Pentamaster Corp (PENT MK): Good Story, at What Price?
The shares have had a strong run and the valuation looks full compared to peers and historical multiples. We like the fundamentals and would be...
328 Views
Shimano (7309): Bumpy
China lockdown also impacts Shimano negatively. When PE has dropped more than the share price it is followed by a sideways movement of the share...
484 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
283 Views
Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
240 Views