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Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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Location:
United Kingdom
Joined:
24 November 2023
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Recent
bullish
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Japan Post Holdings
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28 Jun 2024 06:01
Return to Sender: Japan Post Holdings (6178.T) – Entering the Modern Age
Company's underwhelming targets should be beaten. Its plans are being revamped with a "radical" strategy to increase profitability and shareholder...
Rikki Malik
258 Views
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bullish
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China Oilfield Services H
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25 Jun 2024 06:00
China Oilfield Services 2883.HK - Capitalising on the Boom in Offshore Exploration
Asia's top offshore oil services player poised for growth with increased focus on offshore exploration and limited competition in vessel supply.
Rikki Malik
184 Views
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bullish
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MMG
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21 Jun 2024 14:18
MMG Rights Issue – Prospectus Issued
Stock price corrects, rebounds as dates announced for rights issue acceptance and payment; potential weakness expected when rights shares begin...
Rikki Malik
441 Views
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bearish
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Cross Asset Strategy
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21 Jun 2024 06:00
Revisiting the Japanese Market – Time to Increase Allocations?
Japanese indices have been stagnant due to a weak JPY and share a technically weak underlying breadth as the US market.
Rikki Malik
423 Views
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bullish
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Cosco Shipping Energy Transportation Co. Ltd. (H)
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19 Jun 2024 10:12
Recent Sell-Off in Tanker Stocks Provides an Opportunity in Cosco Shipping Energy - 1138.HK
Despite positive business fundamentals, the sector is being dragged down by a general commodity sell-off as investors remain skeptical about...
Rikki Malik
120 Views
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