Sojitz (2768 JP) Vs. Dowa Holdings (5714 JP): Quant Pair Trade Signals Opportunity
Potential relative value opportunity by going long Sojitz and short Dowa, targeting a 9% return based on statistical analysis. Ideal for...
229 Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
6k Views
Huaqin Co., Ltd (3296 HK) IPO: Marginally Attractive, at Best
Huaqin is a smart product ODM platform leader with strong EPS growth, but its IPO price is not cheap compared to global peers. At 20-25% discount...
452 Views
Victory Giant Technology (2476 HK) IPO: It Will Be Hot
Victory Giant's H-share IPO is expected to attract interest due to its leadership in the PCB market for AI and high-performance computing, with a...
870 Views
Wuxi Lead Equipment (470 HK): Almost Fair
Wuxi Lead Intelligent Equipment's lukewarm IPO response leads to a fair value estimate of HK$45.6-48.8, suggesting it is almost fairly-valued with...
268 Views