Toshiba (6502) Strong Vs Peers on No News Means Susceptible to Risk On Underperformance
Weak earnings/forecasts and 3yr highs vs Peers make Toshiba's relative valuation un-compelling. Lack of near-term news means on a risk-on rebound,...
760 Views
MicroPort MedBot Pre-IPO - Valuation Appears Reasonable but Sentiment Will Weigh
Shanghai MicroPort MedBot Group (MM), a surgical robot company, aims to raise up to US$200m in its Hong Kong IPO. Valuation appears reasonable but...
525 Views
EDDA Healthcare Pre-IPO - RoboDoc - Has Been Around for a While but Is Just Getting the Robo Going
EDDA Healthcare and Technology Holding Limited (EDDA), offers innovative intelligent solutions to enable precision surgery. It aims to raise up to...
462 Views
Bioventix: A Rare Biotech Play with a Low-Risk, High-Return Model
Although it is not clear whether this bond proxy can offer a 20% total return at this level, I see a high chance for it to outperform the benchmark...
322 Views
Energy Shock Is Not Symmetric — Why China Wins This Cycle (Part 2)
Energy shock widens earnings: Long China (stable power), short LNG-exposed hubs (margin squeeze). Focus on cost competitiveness over growth. Timing...
191 Views