Pair Trading Ideas - Asian Financials
Pair trades on large cap Asian financials that trade in excess of US$20m a day. These pairs trade in bands versus each other and currently offer...
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Linklogis Pre-IPO - Earnings Forecast, Peer Comparison and First Stab at Valuation
Linklogis, a technology solution provider for supply chain finance in China, is aiming to raise over US$500m in its Hong Kong IPO. Its investors...
666 Views
HDFC Bank – Story Appears Different From Reality
HDFC BANK: HDFCB recently put a positive spin on nearly every aspect of its business. However, credit quality and provision realities are far...
327 Views
STI Books 9% YTD Gain, with ETF Turnover up 88% YoY
At 3,106.0, the STI has returned to within 20% of the 3,640 May 2018 highs, while the Index would have to decline more than 20% to return to...
719 Views
Bank Negara Indonesia – MOSOE Tosses A Grenade
Bank Negara Indonesia: Without any detail the MOSOE announced that BBNI will seek a rights offering in 2022. We calculate a minimum loss reserve...
405 Views