Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
Message
Follow
Location:
Hong Kong
Joined:
02 February 2024
100
Insights
48.4k
Views
92
Followers
Equities
•
Cross Asset Strategy
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Cross Asset Strategy
•
25 Dec 2024 02:47
CHINA: Do You Like AI? BUY Utilities!
GDS Holdings announced that is considering an IPO for a REIT of its data center assets in China which could happen next year. The share sale could...
David Mudd
681 Views
Share
bullish
•
China Longyuan Power
•
19 Dec 2024 21:30
BUY/SELL/HOLD: Hong Kong Stock Updates (December 13)
H shares have outperformed all Asian markets this year on a USD basis. Longyuan Power continues to expand its offshore capacity & overseas...
David Mudd
267 Views
Share
bullish
•
Robosense Technology
•
18 Dec 2024 09:36
Robosense Technology, Driving in the Fast Lane While No One Is Looking
On 12/11 the company announced that it plans to raise $277.5mm via a share placement of 10mm shares to at least 6 independent and corporate...
David Mudd
583 Views
Share
bullish
•
DiDi Global
•
17 Dec 2024 15:35
2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits
Didi Global has become EBITDA positive and is expanding rapidly into Tier 3 cities where it has an technical and market share advantage. The...
David Mudd
750 Views
Share
bearish
•
Macroeconomics
•
12 Dec 2024 21:41
The US Dollar and the Only Chart that Matters!
The US NIIP has surged to -$22T as foreign investors have fed dollar demand through US equity and debt purchases. Nations now question $ hegemony...
David Mudd
519 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.44.3
x