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Rising
Mohshin Aziz
Global Mobility/Transport, Equity Long-Short
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Location:
Singapore
Joined:
11 November 2023
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Thematic (Sector/Industry)
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Recent
bullish
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Contemporary Amperex Technology (CATL)
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16 Apr 2024 14:31
Contemporary Amperex Technology (300750 CH) 1Q24 Better than Expected
CATL's 1Q24 net profit exceeded expectations, showing it can maintain profitability despite fears of declining battery prices. Fair value suggests...
Mohshin Aziz
181 Views
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bullish
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Travelsky Technology Ltd H
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16 Apr 2024 03:54
Travelsky (696 HK | HOLD | TP:HKD9.92): Domestic Travel Will Support Growth
Strong operational data in 1Q24, especially for domestic traffic growth (+19% YoY) which surpasses consensus expectations of 15% growth for full...
Mohshin Aziz
248 Views
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bullish
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Thematic (Sector/Industry)
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14 Apr 2024 21:54
Iran-Israel Conflict, Stay on the Sideline First and Wait for a BUYING Opportunity
Iran's attack on Israel raises fears of wider war. We think it is unlikely as Western countries are pursuing diplomacy. The futures market will...
Mohshin Aziz
310 Views
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bullish
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Thematic (Sector/Industry)
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22 Mar 2024 01:19
Show Me The (Dividend) Money (Part II) - Play on Japanese High Dividend Yielding Stocks
High dividend yields are increasingly harder to find due to Japan's stock price surge. However, the lesser-known small-cap stocks pay well and...
Mohshin Aziz
285 Views
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bullish
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Thematic (Sector/Industry)
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22 Mar 2024 01:06
Japan No Longer Cheap, at Fair Value Territory. Time to Be Selective!
TSE and BOJ policies have worked to boost shareholder value. But valuations have reached historical averages and so is the gap with global peers....
Mohshin Aziz
229 Views
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