Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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Global Index: Potential Changes in February for Asia Pac
A global index announces tomorrow and rebalances at the close on 27 Feb. There will be a lot of changes with China leading the way. Stocks have...
472 Views
Nidec Goes Hostile On Makino Milling at ÂĄ11,000/Share
Nidec intends a hostile early April TOB on Makino Milling to build out its machine tool portfolio. This could see an aggressive Makino response and...
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SF Holding H Share Listing (6936 HK): Valuation Insights
SF aims to raise gross proceeds of US$705-792m. Our valuation analysis suggests that the H Share listing range is attractive. We would participate...
716 Views
SF Holding H Share Listing: AH Discount Views
SF Holding is premarketing an H Share listing to raise US$1.0-1.5 billion. In this note, we examine the likely discount SF Holding will offer its H...
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