Quiddity Leaderboard TWSE Div+ Jun 23: 3 ADDs/DELs and US$700mn+ of Capping Flows!
YFY Inc (1907 TT) could have around 50 days to buy. All else equal, if the share price falls, the chances of addition increases. If the price rises...
941 Views
Simone Accessories Collection IPO Valuation Analysis
Our base case valuation of Simone Acc Collections is an implied market cap of 1.0 trillion won or 31,104 won per share. This represents a 21%...
510 Views
Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
508 Views
JD.Com. Exposure Hits New Highs, but EM Allocations Not Fully Deployed.
Ownership levels in JD.com have increased aggressively among active EM managers over the past 6-months. Investor sentiment is among the most...
594 Views
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
625 Views