BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⢠NIKKEI/MXAP: Long...
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Raksul IPO: Under the Radar, Shouldn't Be, but Too Expensive to Get Excited Immediately
Raksul (ăŠăŻăšăŤ) can be read in Japanese as "to make easy", and within the printing and delivery markets, that is precisely what the company aims to...
493 Views
Kobe: Blatant Self-Serving Hypocrisy. Equity Could Get Wiped Out
"We provide technologies, products and services that win the trust and confidence of our customers we serve and the society in which we live"...
340 Views
StubWorld - Set-Up & Unwind Extremes (16 Aug 2017)
This week I briefly look at recent bifurcations in Beijing Enterprises Hldgs (392 HK) and First Gen Corporation (FGEN PM), amongst others. These...
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HIMS IPO Summary - Another Solid OLED Stock IPO
HIMS Co., Ltd (238490 KS) is very similar in many ways as V-One Tech Co., Ltd (251630 KS). That is, like V-One Tech, HIMS is also specialized in...
691 Views