Asia Short Interest: Tencent, Ping An, Baidu, BASE, Toshiba, GMO Payment, BeNext, Inventec, Mediatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Japan Airport Terminal Placement - Big Dilution and Not Accretive Means It Needs to Trade Lower
Japan Airport Terminal (JAT) is looking to raise about US$500m in its placement. In this note, we look at the details of placement, use of...
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Japan Airport Terminal Offering – Remains Perplexingly Pricey
We question the wisdom of aggressive investment despite an extremely uncertain demand outlook, especially when raising significant equity capital...
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🇯🇵 JAPAN • Results & Revisions Update 02/17 - Showa Denko & Japan Airport Terminal
In our final update for this 'season', two more large-cap 'stragglers' reported yesterday, while two more had irregular downward revisions.
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Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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