Hints and tips:
...The writer is former Asia chair of Jefferies and a former chief executive of CLSA Since settling in Hong Kong in the mid-1980s, I have observed its numerous cycles of prosperity and adversity during a time...
...asked Christopher Richter, autos analyst at CLSA. Additional reporting by Gloria Li in Hong Kong and Peter Campbell in Munich...
...The investor conferences held in Hong Kong this month by groups including Jefferies, CLSA and BNP Paribas come at a pivotal time for Chinese markets....
...Japanese banks also appear to have limited exposure to “held-to-maturity” bonds — bonds you plan to hold on to until they are repaid, and which do not have to be assessed at their current market value....
...Brokerage CLSA said debt at Adani’s five largest companies had doubled to Rs2.1tn since 2019....
...Patrick Chen, head of research at CLSA in Taipei, said the questions he received from investors about Taiwan’s TSMC, the world’s largest contract chipmaker, were now all about geopolitical risk rather than...
...system like in Shanghai, where individual areas are categorised as closed, restricted or protected depending on when they registered infections for the last time,” said Patrick Chen, head of research at CLSA...
...But the impact on the overall market has been limited, analysts said....
...But the complicated cross-shareholdings held by Toyota, one of the country’s most powerful companies, underscore the limited progress....
...This happened several years ago so additional damage from this seems limited,” he said....
...In the US, TSMC’s commitment is also more limited than it may seem from the $12bn it has said it will invest....
...But the order for the brokerage to review its tenancy of a Swire property dashed hopes that the fallout from the group’s run-in with Beijing would be limited to its airline, said one person close to the...
...That has limited the pressure on other exporters in the region, whose currencies would be forced lower by a weaker renminbi in order to remain competitive....
...At its heart many of CLSA’s problems hinge on plans that have gone unrealised. During the past three years it has attempted to build out its equity underwriting and M&A advisory with limited results....
...Customer traffic at six stores converted so far had leapt 75 per cent by late last year, according to CLSA. Expect more discounting....
...Over the past three years, CLSA has attempted to build out its IPO underwriting and M&A advisory with limited results....
...Analysts said that while the stimulus measures would inject more money into the economy, their impact might be limited because of the souring outlook for the global economy and Thailand’s own struggle to...
...Alexious Lee, head of China capital access research at broker CLSA, said the cool-down in activity on the Star Market was in line with policymakers’ aims of encouraging lower volatility....
...Zhang Youjun, the chairman of Citic, quickly assumed the chairmanship at CLSA but the CEO spot has remained open since late March Richard Gould, CLSA’s current chief executive in the Americas, will be moved...
...“Overwhelmingly, this appears to be due to pressure from activist funds,” said CLSA’s Nicholas Smith....
...Sebastian Hou, an analyst at CLSA, said the US content in TSMC wafers including manufacturing tools, materials and software, was between 19 and 22 per cent....
...This also serves as a reminder of the limited political risk [posed by the Malaysian authorities] as well as its [Lynas’s] highly strategic nature,” said Dylan Kelly, analyst at CLSA....
...“One of the biggest Abe legacies is improvements in corporate governance and they do not want to lose that,” said Nicholas Smith, Japan strategist at CLSA....
...This also serves as a reminder of the limited political risk [posed by the Malaysian authorities] as well as its highly strategic nature,” said Dylan Kelly, analyst at CLSA....
...“So they needed outside specialist help in the first place,” CLSA’s Mr Bourlet said of the Bellamy hiring. “They should have done that before.”...
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