Zensho – Turning Coco’s Into a Wholly Owned Subsidiary Looks Opportunistic
Together with its strong half-year earnings today, at the lunch break Zensho Holdings announced a share buyback and a share swap for the remaining...
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2018 Was Not the Year for Value or Beta Names in Japan....
We looked back and identified which factors drove the Japanese market in 2018. We found that Value, which is historically strong in Japan, did...
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High Beta and Names with a High % of Foreign Investors Underperformed This Week in Japan....
In Japan, high Beta names and names with a high % of Foreign Investors underperformed this week after doing very well the previous week. It has...
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BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Haidilao IPO: Hotpot for the Flu from Trade War
Haidilao's upcoming IPO is lauded as one of the biggest IPO in 2018 and more importantly, it is a non-technology related business and domestic...
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