SELL Pop Mart (9992 HK): Mild Revision, Shorts Rebuilt, Trapped Southbound Money
Pop Mart down 30% since our 24 Mar pre-results note. Consensus has barely moved, mainland holders are trapped, and the company's own buyback is the...
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Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
421 Views
Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
439 Views
TOYOTA AA-SHARES: Happy Now? 6-10yrs of dividend differentials paid in fees to Nomura
Toyota completed the sale of the first tranche of its Model AA Shares this week, selling 47.1mm AA-shares for 499.1658bn yen, a price of JPY 10,598...
618 Views
Know Your AAs, Bs and Cs - Who is FOR and who is AGAINST Model AA Shares?
Toyota's Annual Shareholder Meeting will be held Tuesday June 16th 10am.If you haven't voted yet and your Corporate Actions team needs a vote by...
545 Views