CHINA HOUSEHOLD CONSUMPTION: Unlocking Growth Potential in Five-Year Plan
China has announced that it will significantly boost the share of domestic consumption in its next five years, while maintaining tech and...
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Pony AI Secondary HK Offering - Needs to Correct Some More
Pony AI (PONY US)Â Â plans to raise around US$825m in its secondary listing in Hong Kong. In this note, we talk about the deal structure and pricing.
617 Views
Asian Equities: Divergent EPS Trajectory, Narrowing Valuation Spread; KR-TW Leading EPS Upgrades
​Asia's valn rerating seems over, with future performance driven by EPS grwth. TW, KR, CN, IN to lead future EPS growth. Analysts turning more...
533 Views
Sany Heavy Industries A/H Trading - Strong Insti, Weak Retail. Pricing Still Tight
Sany Heavy Industry (600031 CH), raised around US$2.0bn in its H-share listing. In this note, we talk about the trading dynamics.
548 Views
CBA, ANZ, Westpac, NAB: Volatility Runs High Ahead of Imminent Catalysts
​Implied volatility analysis reveals rich options trading in Australian banks, offering insights for traders and investors.
245 Views