BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
462 Views
Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
700 Views
Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
679 Views
[Japan Activism] Pasona Group (2168 JP) - Three New Things Of Mixed Importance
Pasona Group has seen a few new things hit the tape. 6 weeks ago we got an executive reshuffle with NANBU-san going out. Cold turkey. Then this...
902 Views
M3 (2413 JP) Launches Partial Offer To Take Control of Elan (6099 JP)
M3 sets a partial TOB to buy control of Elan (6099). The structure/control/target ownership look a lot like the Benefit One deal. This one is cheap...
756 Views