Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
527 Views
Softbank Corp - Accounting for The Accounting Is Complicated
Softbank Corporation is more expensive than it appears when one uses traditional telco metrics such as EV/EBITDA or EV/OP multiples. It's all in...
610 Views
Z Holdings Begins LINE Leverage
Z Holding's is beginning to lay out its plans for exploiting LINE's potential. ZHD/LINE has massive reach which will help it tackle previous weak...
448 Views
The Chaebol Dilemma - What's the Family Jewel(S)?
What is the key asset of the SK Group and how should we play this over the course of time ? Here's at least what we should consider
425 Views
Grab SPAC Deal: A Sensible Super-App Valuation?
Grab's implied multiples are eye-watering in comparison to global peers related to its businesses. When judged against other global super-apps,...
648 Views