Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
429 Views
HS TECH Index Earning Revision (May): Xiaomi, Ntes, Meituan, Jd, Smic, Horizonrobot
We analyzed HS TECH's consensus for May 2025 and highlighted changes of EPS in Xiaomi, Ntes - S, Meituan, Jd - Sw, Smic, Horizonrobot, Hua Hong Semi.
486 Views
HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
332 Views
ECM Weekly (2 June 2025) -Indigo, ITC, EBOS, Isuzu, Foshan Haitian, Lens Tech, Seres, Schloss, Aegis
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
285 Views
MSCI ACWI Coiling Under All-Time Highs; Buying Korean Financials; Monitoring Europe for Downgrade
MSCI $ACWI Coiling Under All-Time Highs; Monitoring Europe for Downgrade; Buying Korean Financials $WF $SHG $KB and Hana. Still Bullish, expecting...
345 Views