Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Taiwan Dual-Listings Monitor: Rare Opportunities Open Up in TSMC & UMC
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
400 Views
MS-Australia Index Earning Revision (Apr): Lynas Rare Earths, National Australia Bank, BHP, Westpac
We analyzed MS-Australia's consensus for Apr 2026 and highlighted changes of EPS in Lynas Rare Earths, National Australia Bank, BHP, Westpac,...
283 Views
Weekly Macro
In a nutshell... INDICES, - S&P only breaking above 2460/72 would confirm the end of the tactical correction - SHCOMP the best conduit for the...
302 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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