Anta Sports (2020 HK): Our View After Placement
With proceeds to be used for debt repayment, expansion in China and pursuing SE Asia markets, we should not overlook long-term benefits. News flow...
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Exchanges: Life Beyond Trading
In this report, we look at how global exchanges are positioning themselves to diversify revenue streams beyond the traditional Select exchanges in...
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London Stock Exchange Group (LSE LN) - Thoughts On Valuation
As widely reported, London Stock Exchange (LSE LN) ("LSE") has attracted the interest of HKEX (388 HK) (“HKEX”) with the announcement on September...
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HKEX’s Phantom LSE Bid
After the Hong Kong markets closed on Wednesday, HKEX (388 HK) announced a surprising unsolicited bid for the London Stock Exchange (LSE LN). The...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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