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...
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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.
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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...
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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...
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Earnings Leakage Report - 7 Names Moved on Volume Pre-Earnings Announcement (7/25/17)....
7 names expected to announce earnings in the next 3 days moved on strong volume yesterday. Monex Group Inc (8698 JP) is the only name where we...
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