Asia Shorts: Cosco Ship, Kuaishou, Pop Mart, WuXi, Takeda, Kirin, Monex, HMM, NC Soft, 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...
339 Views
Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
369 Views
Shinsei Reports Results - What Looks Bad Isn't So Bad, But It Isn't Fantastic
Shinsei's results were better than expected. The forecast for FY22 is a bit light, and quite conservative. A 5.7% buyback is announced, but the...
538 Views
Shinsei Bank (8303 JP) Update - The Pause That Refreshed May End Soon
Shinsei Bank is a high conviction long.Cheap on a PBR and PER basis (may be <6x TTM in Mar21 on the XO gain, maybe 7.3x for Mar22. I expect another...
577 Views
Tottori Bank (8383 JP): Trapped in the Sands
On a PBR of 0.23x, Tottori Bank looks to be trading on a 'give away' price. Dig a little deeper into the financials, however, and its weaknesses...
351 Views