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bullish
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Daiichi Sankyo
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01 Oct 2023 22:29
Daiichi Sankyo (4568 JP): Strong Start of FY24; Partnered Oncology Drug Candidate Hits First Goal
Daiichi Sankyo reports 25% YoY revenue growth in Q1, mainly driven by oncology drug Enhertu. Drug candidate Dato-DXd met primary endpoint in...
Tina Banerjee
23 Views
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bullish
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Haitong International Securities Group
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01 Oct 2023 22:14
Haitong International (665 HK): Haitong Securities Ponders an Offer
Privatisation through a Bermuda scheme involves the headcount test, so a decent premium is required – privatisation precedents suggest HK$1.08-1.13...
Arun George
31 Views
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bullish
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Quantitative Analysis
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01 Oct 2023 21:08
Screening for GEMs: October 2023
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
Wium Malan, CFA
37 Views
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bearish
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Cross Asset Strategy
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01 Oct 2023 15:40
The Weekly Market Monitor – Immaculate Disinflation, Spiking Yields, and the Waiting Continues
Inflation is collapsing and even turned negative in the Netherlands. Yet, bond yields continue to spike, providing ample downside risk for equities.
Jeroen Blokland
68 Views
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bearish
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Kokusai Electric
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01 Oct 2023 15:08
Kokusai Electric IPO: The Bear Case
The bear case rests on a declining revenue trend, a challenging near-term growth target, high China revenue risk, margins on a downward trend,...
Arun George
96 Views
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bullish
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BYD
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01 Oct 2023 12:31
Quiddity Mainland Connect NORTHBOUND Flows (To 28Sep23) : Wuxi Apptec, Longi Green BUYS, BYD a SELL
The Quiddity Mainland Connect Monitor, offering data on liquid names and interactive tables and charts. This week saw significant net selling of...
Travis Lundy
106 Views
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bullish
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China Vanke (H)
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01 Oct 2023 12:26
Quiddity HK Connect SOUTHBOUND Flows (Week to 28Sep23) : Meituan, Tencent, Kuaishou and Banks
The Quiddity HK Connect SOUTHBOUND Monitor, offering data on liquid names and interactive tables+charts. This week saw HKD 14.0bn+ of net buying,...
Travis Lundy
116 Views
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bullish
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Novafives SAS
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01 Oct 2023 11:00
Novafives - ESG Report - Lucror Analytics
Lucror Analytics' ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable). We assess Novafives' ESG as...
Lucror Analytics
88 Views
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bearish
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Quantitative Analysis
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01 Oct 2023 10:15
Northbound Flows (Sep 29th): Wuxi Apptec, Longi Green, Moutai, BYD, Ping An Insurance
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Wuxi Apptec, Longi Green, Moutai, BYD, Ping An...
Ke Yan, CFA, FRM
130 Views
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bearish
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Quantitative Analysis
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01 Oct 2023 10:10
A-H Premium Weekly (Sep 29th): Beigene, China Vanke, Guangzhou Automobile, Wuapptec, Byd
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Beigene, China Vanke, Guangzhou Automobile, Wuapptec, Byd.
Ke Yan, CFA, FRM
117 Views
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bearish
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Quantitative Analysis
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01 Oct 2023 10:10
Hong Kong Connect Flows (Sep 29th): Meituan, Tencent, ICBC, Xpeng
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, Tencent, ICBC and Xpeng.
Ke Yan, CFA, FRM
121 Views
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bearish
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Quantitative Analysis
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01 Oct 2023 10:05
HK Short Interest Weekly: Tencent, Baba, CCB, China Mobile, AIA, Innovent Bio, Beigene
We analyzed the latest HK SFC report for aggregate short position as of Sep 22nd and highlight short interest changes in Tencent, Baba, CCB, China...
Ke Yan, CFA, FRM
119 Views
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