BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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AAG Energy Holdings - Partial Offer Arb Grids
As David Blennerhassett discusses in AAG's Partial Offer from Xinjiang Xintai, a subsidiary of Xinjiang Xintai Natural Ga-A (603393 CH) named...
420 Views
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...
468 Views
Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
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AIA – Change in FYE Leads to Additional Growth Questions
* Unresolved Accounting Questions: A recently changed FYE to December coupled with a failure to disclose several months of data disallow reasonable...
315 Views