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Brian Freitas
Pan-Asia Index Rebalances/ Events/ Delta One
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Periscope Analytics
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20 May 2019
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bullish
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Tokyo Metro
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22 Oct 2024 16:17
Tokyo Metro (9023 JP): Listing Tomorrow; Div Yield and Index Flows Should Take It Higher
Tokyo Metro lists tomorrow and the grey market is indicating a 20-25% higher open. The div yield is attractive even at the higher price. Index...
Brian Freitas
146 Views
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bullish
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International Games System
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22 Oct 2024 07:39
International Games System (3293 TT): Positioning & Potential Passive Buying
The increased market cap could lead to IGS being added to passive portfolios at the end of Nov. There is a fair bit of positioning, but the stock...
Brian Freitas
214 Views
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bearish
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JD.com
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22 Oct 2024 05:32
Hang Seng Internet & IT Index (HSIII) Rebalance Preview: Capping Flows in December
No constituent changes but there will be capping flows. Estimated one-way turnover at the rebalance is 4.4% resulting in a round-trip trade of...
Brian Freitas
278 Views
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bullish
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Hyundai Motor India
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22 Oct 2024 05:01
Hyundai Motor India IPO: How Far to Fast Entry?
Hyundai India sold shares worth US$3.3bn in its IPO valuing the company at US$19bn. Grey market indicates a 3-5% higher opening today. Fast Entry...
Brian Freitas
295 Views
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bullish
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Cambricon Technologies Lt
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21 Oct 2024 05:50
SSE50 Index Rebalance Preview: Potential Inclusions Continue to Outperform; Trim into Strength
There could be 5 changes in Dec. Estimate 1-way turnover is 6.5% leading to a one-way trade of CNY11.95bn (US$1.7bn). The potential adds have...
Brian Freitas
318 Views
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