Disney Doubles Down on Streaming and Parks—But Can It Escape Its TV Collapse?
Disney’s latest earnings results and strategic updates reveal a company doubling down on streaming and experiences as the engines of future...
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Disney Ditches ESPN Equity To Win Big In NFL—Is Netflix Watching?
Disney’s sports-media ambitions have accelerated dramatically this summer. First, the company agreed to swap 10 percent of ESPN to the NFL in...
432 Views
Pop Mart (9992 HK): On IP Choice, But Not Blind Boxes, Waiting for Lower Price
We believe Pop Mart’s advantage is its ability of choosing IPs. We expect Pop Mart’s revenue will grow by 69% in 2025. However, the stock is fairly...
757 Views
Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
628 Views
Curator's Cut: The Next Labubu, Crypto Equities & Tracking APAC Buybacks
In this cut, we look at an Asian plush toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the...
895 Views