bearish

BYD

Last Week in Event SPACE: BYD, Astra/United Tractor, Japan Passive, AGL, Genting Singapore

526 Views17 Jul 2022 07:52
SUMMARY
  • Berkshire appears set to exit BYD (1211 HK) partially or in full. But why signal to market well in advance?
  • United Tractors (UNTR IJ)'s buyback should be impactful. They could do another one afterwards as they have lots of cash. This is a raging buy. Buy now. With both hands.
  • The BOJ was expected to change its ETF allocations. It stopped buying Nikkei 225 and JPX Nikkei 400 ETFs. As the world moves more to passive, expect float to decrease.
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