Daily BriefsFinancials

Daily Brief Financials: Onewo, NIFTY Index, Times China and more

In today’s briefing:

  • Onewo (2602 HK): No Passive Flow or Stock Connect Inclusion
  • EQD | NIFTY Index: Option Selling Strategies for Short-Term Yield  (RIL,SBIN,SBILIFE,COAL,INFY,BRIT)
  • Morning Views Asia: Tata Steel Thailand, Times China

Onewo (2602 HK): No Passive Flow or Stock Connect Inclusion

By Brian Freitas

  • Onewo (2602 HK) is looking to raise between US$700m-US$784m by selling 116.714m shares at a price range of HK$47.1-52.7/share. Indications are that the IPO will be priced close to mid-point.
  • Given the domestic shares and unlisted foreign shares will not be converted to H-shares, there is no chance of MSCI inclusion and a small chance of FTSE inclusion.
  • Onewo (2602 HK) is also unlikely to be added to the HSCI and consequently will not be added to Stock Connect.

EQD | NIFTY Index: Option Selling Strategies for Short-Term Yield  (RIL,SBIN,SBILIFE,COAL,INFY,BRIT)

By Simon Harris

  • We screen the NIFTY Index components for yield enhancing opportunites
  • We screen for expensive options and combine with stock performances to find the best candidates
  • We identity 6 stocks where selling short-term premium makes sense

Morning Views Asia: Tata Steel Thailand, Times China

By Charles Macgregor

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars