BBSP Equity Asia Weekly Research - 23 May 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...
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Panasonic: Tesla Fires Are a Concern
Following the fatal crash and fire in Florida last week, Tesla Motors Inc (TSLA US) is once again in the news as an accident in Switzerland claims...
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Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
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Sharp (6753) Reported to Guide for FY3/19 Profits 11% Above Consensus
The Nikkei Shimbun, a Japanese economic daily, reported today that Sharp came in with FY3/18 sales and OP slightly above consensus, but should...
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Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
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