Giant Biogene IPO: Valuation First Look
Giant Biogene will launch its US$500 million HKEx IPO this week. In this note, we present our forecasts and take the first look at its potential...
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Japan’s Boycott of Winter Olympics Could Be the Tipping Point
The relationship between the two countries was already reaching nervy levels, before Tokyo’s decision to snub the 2022 Winter Olympics. With the...
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Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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China’s Three Child Policy Beneficiaries Part 2 Kao Corporation: Finally Off The Leash?
While cosmetics is on the path to a steady recovery, the hopes of returning revenue growth in Merries Diapers could help Kao to break the current...
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China's 3-Child Policy Unlikely to Reverse Trend. Child-Care Stocks Can Derate, Prefer Diverse Plays
Expect slow down in China's population growth to persist. Pure play child care stocks could derate from slowing market growth. Prefer stocks with...
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