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Rikki Malik

Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation

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Equities Cross Asset Strategy Thematic (Sector/Industry)
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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...

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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.

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bullishMMG
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...

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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.

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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...

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