Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

H1 2020 earnings, the trend highlights that quality is key as we head into reporting season.Between the 22nd June and 21st of September 2020, 64% of the market cap of the S&amp;P’s Pan Asia Ex-Japan Broad Market Index (PAXJBMI) will have reported earnings with an expected bias towards the H1 2020 fiscal period. By and large, the busiest period will be between 27th of July and 30th August. More specifically, the week of the 10th and 16th of August 2020, will see some 951 stocks (approx 21% of market cap) of the total 4,525 in the PAXJBMI Universe report earnings.What we obviously expect to see is some form of clarity of the COVID-19 impact and the new post COVID-19 environment. Moreover, as we discuss below, the expectation for Pan Asia ex Japan Countries, sectors and stocks.

H1 2020 earnings, the trend highlights that quality is key as we head into reporting season.Between the 22nd June and 21st of September 2020, 64% of the market cap of the S&amp;P’s Pan Asia Ex-Japan Broad Market Index (PAXJBMI) will have reported earnings with an expected bias towards the H1 2020 fiscal period. By and large, the busiest period will be between 27th of July and 30th August. More specifically, the week of the 10th and 16th of August 2020, will see some 951 stocks (approx 21% of market cap) of the total 4,525 in the PAXJBMI Universe report earnings.What we obviously expect to see is some form of clarity of the COVID-19 impact and the new post COVID-19 environment. Moreover, as we discuss below, the expectation for Pan Asia ex Japan Countries, sectors and stocks.

Notes from the Silk Road: Strategy Reality Check - Pan Asia X Japan Earnings