Quiddity JPX-Nikkei 400 Rebal 2025: End-Dec 2024 Ranks
The LONGs have outperformed the SHORTs by 3.1% in December 2024. The HIGH and MED potential ADDs could continue to outperform the HIGH and MED...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (November 21)
Mainland investors buying in Hong Kong peaked after Trump won the election. Kingsoft beat consensus estimates for revenue and earnings. Precision...
282 Views
Asian Dividend Gems: Precision Tsugami China
Precision Tsugami China specializes in the production of precision machine tools. It has high dividend yields and attractive valuation multiples.
387 Views
Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
543 Views
StubWorld - Set-Up & Unwind Extremes: Hang Lung, Tsugami
This week: Hang Lung Group Ltd (10 HK)’s discount remains stretched after bouncing off a 12-month low earlier in the week; and Tsugami Corp (6101...
319 Views