DTAC/True Merger VTO Risk/Reward
The DTAC/True merger hinges on regulatory approval. The LONG True and SHORT DTAC trade is attractive, with the current spread to the div-adjusted...
479 Views
Japan Emerging as Leadership; Actionable Themes: Japan and Defensives
Despite the intact downtrend on Japan's TOPIX, relative strength is reversing topside a 4.5-year downtrend; this tells us Japan is emerging as...
644 Views
Wilmar leads buyback tally; YZJFH directors acquire shares
For the 5 trading sessions spanning Apr 29 to May 5, the Straits Times Index (STI) gained 0.3 per cent, with the FTSE China A50...
128 Views
STI Leads Global Developed Stock Benchmarks in 2022 YTD
For the first four months of 2022, the STI generated an 8.7% total return, ranking as the strongest performing developed market benchmark...
111 Views
MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
578 Views