ICBC: The Bond Identity | A Zero-Growth Dividend Discount Story
ICBC-H offers a hefty yield of 7% and is trading precisely as a zero-growth dividend-paying stock. But we are not buyers just yet and there is a...
900 Views
AIA Group – Risks Remain High
AIA GROUP: AIA 1Q21 results with VONB improving 62.3% QOQ due to higher sales volume and VONB margin expansion driven by China, Thailand, and...
345 Views
Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
422 Views
AIA Group – 1Q21 Preview; Better But Off Low Base
AIA GROUP: AIA reports 1Q21 metrics on May 14. We expect a low base YOY rebound in VONB of 15%. With weaker organic growth, AIA went on a deal...
340 Views
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...
532 Views