BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Fanuc 6954 JT - Target 25,000 (15% + Upside)
PREFERRED CASERebound expected above 20,400 to 22,765 before 25,000.Bullish exit of corrective wedge structure ; double bottom formed (neckline...
430 Views
Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
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JAPAN PASSIVE: BOJ Tapering ETF Buys? Not So Fast
On 31 July 2018, the BOJ issued a Monetary Policy Statement which, as widely expected, addressed its Qualitative and Quantitative Monetary Easing...
637 Views
Last Week in Event SPACE: Fast Retailing, Evergrande, APA Group, Fairfax, LCY Chem, Hyundai Group
Last Week in Event SPACE ... The possible changes to the BOJ's ETF allocations will reduce the impact on the remaining float of future purchases...
558 Views