ANE Logistics IPO Initiation: Home Delivery
ANE will start pre-marketing an HKEx IPO to raise up to $500 m. We think that ANE’s fundamentals are solid and the IPO is worth a look for...
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA
This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets,...
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Ping An Good Doctor: Competition Ratcheting up the Pressure
Ping An Healthcare And Techn (1833 HK)/PAHTG's IPO turned out to be a damp squib and the shares are currently trading below its IPO price. Press...
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China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
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