Malaysian Banks; Narrowing Down Our Buy to Only RHB Bank, Lifting Sell on Maybank
We stick with RHB Bank only as our buy in Malaysian banks, for its value attributes; we downgrade CIMB and PB Bank to neutral from buy ratings, and...
123 Views
Merger Arb Mondays (21 Sep) - Kadoya, Leopalace21, Kakaku, Skyworth, Z Fin, OFX, Peet, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
119 Views
Malaysia: Sentiment Change Drives Positioning Off the Lows
Among active Emerging Market funds, Malaysian ownership continues its upward trend after a 10-year bear market in positioning from 2014 to 2023.
439 Views
Merger Arb Mondays (14 Sep) - Public Financial, Skyworth, Changhong Jiahua, Z Fin, OFX, Cleanaway
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
165 Views
Weekly Deals Digest (13 Sep) - Base, Albis, Kakaku, Sharingtech, Changhong Jiahua, Public Financial
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
98 Views