BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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JDI Offering Trading Considerations
NHK reported Friday morning March 30th that Japan Display Inc (6740 JP) might raise up to ¥50bn through a share sale. The company offered...
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Toshiba: Will Chinese Approval Arrive Without Onerous Conditions or Is an IPO on the Cards?
The Nikkei is reporting today about concerns regarding the delay of approval of the purchase of Toshiba Memory Corp by the Bain consortium....
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BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
105 Views
The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
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