Asian Stocks Tactical Outlook (Week Nov 17 – Nov 21)
​Several Asian stocks are showing oversold conditions according to our models, creating tactical long setups worth considering, there are no...
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Pine Labs IPO Trading - Low/No Demand
Pine Labs raised around US$450m in its India IPO. Overall demand was weak. In this note we talk about the trading dynamics.
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Oracle Korea - Uncertainty Regarding 1.4 Trillion Won Tax Dispute + Excessive Leverage
The Korean tax authorities have been objecting to Oracle Korea's tax policies since 2017 and argue Oracle Korea needs to pay is about a cool 1.4...
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CHINA'S AI COMMODITIZATION: Can Global AI Valuations Survive?
Chinese AI model downloads have surpassed those of the U.S. putting at risk the valuations of the large hyperscalers in the U.S.
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Pine Labs IPO - RHP Updates and Thoughts on Valuation
Pine Labs is now looking to raise up to US$450m in its upcoming India IPO. In this note, we talk about the RHP updates and valuations.
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