Emperador Inc. – Philippines’ Largest Global Liqour Company – Debuts on SGX
Emperador Inc. – Philippines’ Largest Global Liqour Company – Debuts on SGX Emperador Inc. – a leading global spirits player and a member of...
793 Views
Emperador SGX Secondary Listing: Scotch, Not so Neat
Emperador is pre-marketing a secondary listing on the SGX IPO by raising US$300-500m. While the fundamentals are solid the valuation looks full in...
656 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
Panic Selling Achieved, Now Waiting for Panic Buying; Major Indexes At/Near Support
Now that we have seen indiscriminate panic selling, we are now looking for panic buying in order to have confidence that a major market bottom is...
564 Views
Sticking With Cyclical Value and Defensives; Adding Large-Cap Japan Technology
Sticking With Cyclical Value & Defensives; Adding Large-Cap Japan Technology. 2-3 week bounce has likely run its course with $TOPIX $Nikkei 225,...
430 Views