Equity Bottom-Up: Thai Beverage, FWD Group Holdings, Aeon Co Ltd, Weibo Corp, Pacific Basin Shipping, Pan Pacific International Holdings, China East Education , KE Holdings Inc, China Merchants Bank H, PLx Pharma and more


Source: smartkarma.com smartkarma.com

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In today’s briefing: - Thai Beverage (THBEV): All Stars Aligned - FWD Group Vs AIA Vs Prudential - Aeon Vs Seven & I: New Ideas to Stay Ahead - Weibo (WB US): Regulatory Risks Overshadow Cheap Valuation And Recapitalization Optionality - Pacific Basin Shipping (2343 HK): Stellar 2H21 in the Making - Don Quijote: Slower Growth, Better Stores - China East Education (667 HK): Riding on Government’s Push for Vocational Schools - KE (BEKE): Layoff - Chinese Banks – Focusing on the Credit Quality Challenge - PLXP: Headlines to Buy Related tickers: Thai Beverage (TBEV.SI) , Aeon Co Ltd (8267.T)...