Zeekr IPO - Missed Targets and Related Party Deals - We Would Stick to the Bottom-End
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$370m in its US listing. In this note, we look at the recent...
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Bankia - CaixaBank: Merger in Progress, Spread Attractive
I recommend keeping an eye on the spread. It closed today (27 October) at a gross 1.66%, an interesting level for a deal that will certainly close...
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Crowding-In and Asia Bank Credit: The Context for H2 Expectations
Continued crowding-into US$- denominated credit is the likely outcome of the Fed’s Secondary Market Corporate Credit Facility. The details of the...
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Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
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Alpha Bank: Time to Accumulate
Financial Conditions in Greece have gotten better over the last 12 months.Alpha Bank AE (ALPHA GA) stands to benefit further from macro...
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