The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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Last Week in Event SPACE: ANTA, Japan Display, Pioneer, Naspers, Huatai, Red Hat
Last Week in Event SPACE ... The reward/risk is pretty decent on the Anta Sports Products (2020 HK) /Amer Sports Oyj (AMEAS FH) trade. A rumoured...
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Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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IPO Trading Strategy: A Deep-Dive on Early Trade of Chinese Companies Listing in the US
Ahead of Tencent Music (TME US)'s IPO today , we have done a deep-dive analysis on the past 28 major Chinese IPOs that have listed in the US. We...
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Naspers: Profitability Improvements Continue
Following David Blennerhassett's recent StubWorld note, we wanted add a bit more detail on the non Tencent Holdings (700 HK) part of Naspers (NPN...
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