CLSA

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13h
Japan Today
Honda looks to revamped Acura NSX to fire up brand ‹ Japan Todayimage. “Once upon a time ‘Honda’ was synonymous with ‘performance’. Now Honda
Honda looks to revamped Acura NSX to fire up brand ‹ Japan Today
Japan Today / Posted 13 hours ago
image. “Once upon a time ‘Honda’ was synonymous with ‘performance’. Now Honda is known for reliability, for sensibility,” CLSA analyst Chris Richter said. “The new NSX is an attempt to redefine Honda and regain some of the excitement about... Read more
3 related stories
19h
FOX Business
1 Wall Street Pro Is Souring on SouFunImage source: The Motley Fool. Life's not getting any easier forSouFun(NYSE: S
1 Wall Street Pro Is Souring on SouFun
FOX Business / Posted 19 hours ago
Image source: The Motley Fool. Life's not getting any easier forSouFun(NYSE: SFUN)investors. CLSA analyst Man Ho Lam is downgrading shares of the online housing portal this morning, slashing his firm's rating on the former dot-com darling from... Read more
19h
FOX Business
1 Wall Street Pro Is Souring on SouFunImage source: The Motley Fool. Continue Reading Below Life's not getting any
1 Wall Street Pro Is Souring on SouFun
FOX Business / Posted 19 hours ago
Image source: The Motley Fool. Continue Reading Below Life's not getting any easier forSouFun(NYSE: SFUN)investors. CLSA analyst Man Ho Lam is downgrading shares of the online housing portal this morning, slashing his firm's rating on the former... Read more
1d
The Economic Times
Five midcap stocks rally up to 70%, investors should book profit nowthan the Q1 average. The global investment bank expects a deceleration in oil d
Five midcap stocks rally up to 70%, investors should book profit now
The Economic Times / Posted yesterday
than the Q1 average. The global investment bank expects a deceleration in oil demand growth due to the high base in H2. CLSA has raised EPS estimates for the company by 2-6 per cent, incorporating an increasing value for Bhatinda to one-time... Read more
2d
Fortune
Honda Looks to the Revamped Acura NSX to Fire Up Its Brandimage. “Once upon a time ‘Honda’ was synonymous with ‘performance’. Now Honda
Honda Looks to the Revamped Acura NSX to Fire Up Its Brand
Fortune / Posted 2 days ago
image. “Once upon a time ‘Honda’ was synonymous with ‘performance’. Now Honda is known for reliability, for sensibility,” CLSA analyst Chris Richter said. “(The new NSX) is an attempt to redefine Honda and regain some of the excitement about... Read more
3 related stories
2d
Business Standard India
Jio's preview offer to now cover Micromax & TCL handset users toonetwork has been tested with the three million-odd subscribers who have signed
Jio's preview offer to now cover Micromax & TCL handset users too
Business Standard India / Posted 2 days ago
network has been tested with the three million-odd subscribers who have signed up for the trial preview offer. According to CLSA, several indicators suggest a strong possibility of a commercial launch of Jio’s services within the next three m... Read more
15 related stories
2d
Reuters
Honda looks to revamped Acura NSX to fire up brandimage. "Once upon a time 'Honda' was synonymous with 'performance'. Now Honda
Honda looks to revamped Acura NSX to fire up brand
Reuters / Posted 2 days ago
image. "Once upon a time 'Honda' was synonymous with 'performance'. Now Honda is known for reliability, for sensibility," CLSA analyst Chris Richter said. "(The new NSX) is an attempt to redefine Honda and regain some of the excitement about... Read more
3 related stories
2d
Channel NewsAsia
Honda looks to revamped Acura NSX to fire up brandimage. "Once upon a time 'Honda' was synonymous with 'performance'. Now Honda
Honda looks to revamped Acura NSX to fire up brand
Channel NewsAsia / Posted 2 days ago
image. "Once upon a time 'Honda' was synonymous with 'performance'. Now Honda is known for reliability, for sensibility," CLSA analyst Chris Richter said. "(The new NSX) is an attempt to redefine Honda and regain some of the excitement about... Read more
3 related stories
2d
Business Insider
Why the hottest investment trend in the world could have worse economic outcomes than Marxismheard Marxism or its close cousin socialism invoked disparagingly towards passi
Why the hottest investment trend in the world could have worse economic outcomes than Marxism
Business Insider / Posted 2 days ago
heard Marxism or its close cousin socialism invoked disparagingly towards passive investing. Chris Wood, an analyst at CLSA, wrote in a note to clients earlier this year that passive investing is creating the equivalent of "investor socialism"... Read more
2d
CNBC
How Wall Street banks can keep their new investors happyThere are plenty of other levers for banks to pull with new investors at their
How Wall Street banks can keep their new investors happy
CNBC / Posted 2 days ago
There are plenty of other levers for banks to pull with new investors at their doorstep, said CLSA banking analyst Mike Mayo. It includes strategy and capital allocation, but could also mean more layoffs at some banks. Some banks that have new... Read more
2d
Business Standard India
Headline: Jio's preview offer to now cover Micromax & TCL handset users toonetwork has been tested with its three million-odd subscribers who have signed
Headline: Jio's preview offer to now cover Micromax & TCL handset users too
Business Standard India / Posted 2 days ago
network has been tested with its three million-odd subscribers who have signed up for the trial preview offer. According to CLSA, several indicators suggest a strong possibility of a commercial launch of Jio's services within the next three m... Read more
15 related stories
3d
Brisbane Times
Bank branch closures gather pace as business shifts to appsand building societies fell by 2.7 per cent, the fastest decline since branch n
Bank branch closures gather pace as business shifts to apps
Brisbane Times / Posted 3 days ago
and building societies fell by 2.7 per cent, the fastest decline since branch numbers started falling five years ago. CLSA analyst Brian Johnson predicted more branch closures in years to come, as a growing share of customers do the bulk of... Read more
4 related stories
3d
WA Today
Bank branch closures gather pace as business shifts to appsand building societies fell by 2.7 per cent, the fastest decline since branch n
Bank branch closures gather pace as business shifts to apps
WA Today / Posted 3 days ago
and building societies fell by 2.7 per cent, the fastest decline since branch numbers started falling five years ago. CLSA analyst Brian Johnson predicted more branch closures in years to come, as a growing share of customers do the bulk of... Read more
4 related stories
3d
The Age
Bank branch closures gather pace as business shifts to appsand building societies fell by 2.7 per cent, the fastest decline since branch n
Bank branch closures gather pace as business shifts to apps
The Age / Posted 3 days ago
and building societies fell by 2.7 per cent, the fastest decline since branch numbers started falling five years ago. CLSA analyst Brian Johnson predicted more branch closures in years to come, as a growing share of customers do the bulk of... Read more
4 related stories
3d
Sydney Morning Herald
Bank branch closures gather pace as business shifts to appsand building societies fell by 2.7 per cent, the fastest decline since branch n
Bank branch closures gather pace as business shifts to apps
Sydney Morning Herald / Posted 3 days ago
and building societies fell by 2.7 per cent, the fastest decline since branch numbers started falling five years ago. CLSA analyst Brian Johnson predicted more branch closures in years to come, as a growing share of customers do the bulk of... Read more
4 related stories
3d
Canberra Times
Bank branch closures gather pace as business shifts to appsand building societies fell by 2.7 per cent, the fastest decline since branch n
Bank branch closures gather pace as business shifts to apps
Canberra Times / Posted 3 days ago
and building societies fell by 2.7 per cent, the fastest decline since branch numbers started falling five years ago. CLSA analyst Brian Johnson predicted more branch closures in years to come, as a growing share of customers do the bulk of... Read more
4 related stories
3d
The Economic Times
Liquidity drove stocks rally thus far, here is what’s in store from here onjust go up on liquidity," Hiren Ved, Director & CIO, Alchemy Capital, told ETNo
Liquidity drove stocks rally thus far, here is what’s in store from here on
The Economic Times / Posted 3 days ago
just go up on liquidity," Hiren Ved, Director & CIO, Alchemy Capital, told ETNow. Mahesh Nandurkar, India Strategist of CLSA, believes the current economic apparatus is stable while improvements can be expected two quarters down the line. "In... Read more
3d
Zero Hedge
CLSA: "The Bank Of Japan Has Nationalized The Japanese Stock Market"Bank of Japan the top shareholder of 55 companies by the end of 2017. It shoul
CLSA: "The Bank Of Japan Has Nationalized The Japanese Stock Market"
Zero Hedge / Posted 3 days ago
Bank of Japan the top shareholder of 55 companies by the end of 2017. It should, therefore, come as no surprise that as CLSA's NIcholas Smith wrote in a research report, the "BOJ is nationalizing the stock market" because that is precisely what... Read more
4d
The Economic Times
Debt market can deliver better returns over next 12 months compared to equity: Mahesh Nandurkar, CLSAcompared to equities and still is possibility in my view. ET Now: A quick pers
Debt market can deliver better returns over next 12 months compared to equity: Mahesh Nandurkar, CLSA
The Economic Times / Posted 4 days ago
compared to equities and still is possibility in my view. ET Now: A quick perspective on PSU banks because as part of the CLSA model portfolio, there has been an added weight on Bank of Baroda and the street is a bit split but the bias is building... Read more
4d
The Economic Times
Play on falling yields! Power Grid can be safe haven in volatile timesrates is positive for regulated-return utilities, as this increases their sprea
Play on falling yields! Power Grid can be safe haven in volatile times
The Economic Times / Posted 4 days ago
rates is positive for regulated-return utilities, as this increases their spread over fixed-income securities," the CLSA note said. "While falling interest rates are in general are positive for equity, we believe it is important for utility... Read more
4d
The Economic Times
Patel appointment: D-St sees policy continuity, rules out aggressive rate cutsthat. His fi rst big challenge will be to manage liquidity in the September to
Patel appointment: D-St sees policy continuity, rules out aggressive rate cuts
The Economic Times / Posted 4 days ago
that. His fi rst big challenge will be to manage liquidity in the September to December period of NRI deposit outflows. CLSA Government intends to continue infl ation targeting but aggressive rate cuts should be ruled out. The brokerage added... Read more
145 related stories
4d
BBC News
Chinese buyers looking for Australian property 'bling'caption Under government rules, foreign investors are only allowed to buy new h
Chinese buyers looking for Australian property 'bling'
BBC News / Posted 4 days ago
caption Under government rules, foreign investors are only allowed to buy new housing Asian brokerage and investment group CLSA forecasts a surge in Chinese immigration to Australia over the next few years, which property analysts say will... Read more
5d
Business Standard India
Is India's love affair with gold over?Lambert Commodities, says: "So long as India is India, its love affair with gol
Is India's love affair with gold over?
Business Standard India / Posted 5 days ago
Lambert Commodities, says: "So long as India is India, its love affair with gold will endure." Christopher Wood of CLSA, a noted investment banker, says in his Greed and Fear report: "Though I am fundamentally bullish on gold, the fact is... Read more
5d
Business Standard India
I remain structurally overweight on India: Christopher Wooddata from the US Federal Reserve for rate hike indications. Christopher Wood, m
I remain structurally overweight on India: Christopher Wood
Business Standard India / Posted 5 days ago
data from the US Federal Reserve for rate hike indications. Christopher Wood, managing director and equity strategist at CLSA, the Hong Kong-based brokerage and investment group, tells Puneet Wadhwa he remains overweight on emerging market... Read more
5d
Business Standard India
Is India's love affair with gold over?Lambert Commodities, says: “So long as India is India, its love affair with gol
Is India's love affair with gold over?
Business Standard India / Posted 5 days ago
Lambert Commodities, says: “So long as India is India, its love affair with gold will endure.” Christopher Wood of CLSA, a noted investment banker, says in his Greed and Fear report: “Though I am fundamentally bullish on gold, the fact is... Read more
6d
Stamford Advocate
A handful of hedge funds just made a play that screams 'out of ideas' (MS, C)old days, they would've been deploying to do this or that. That isn't to say t
A handful of hedge funds just made a play that screams 'out of ideas' (MS, C)
Stamford Advocate / Posted 6 days ago
old days, they would've been deploying to do this or that. That isn't to say there isn't anything banks could do. Over at CLSA, analyst Mike Mayo has a long list of things that should happen to Morgan Stanley. It's super inside-baseball stuff —... Read more
2 related stories
6d
Connecticut Post
A handful of hedge funds just made a play that screams 'out of ideas' (MS, C)old days, they would've been deploying to do this or that. That isn't to say t
A handful of hedge funds just made a play that screams 'out of ideas' (MS, C)
Connecticut Post / Posted 6 days ago
old days, they would've been deploying to do this or that. That isn't to say there isn't anything banks could do. Over at CLSA, analyst Mike Mayo has a long list of things that should happen to Morgan Stanley. It's super inside-baseball stuff —... Read more
2 related stories
6d
San Francisco Chronicle
A handful of hedge funds just made a play that screams 'out of ideas' (MS, C)old days, they would've been deploying to do this or that. That isn't to say t
A handful of hedge funds just made a play that screams 'out of ideas' (MS, C)
San Francisco Chronicle / Posted 6 days ago
old days, they would've been deploying to do this or that. That isn't to say there isn't anything banks could do. Over at CLSA, analyst Mike Mayo has a long list of things that should happen to Morgan Stanley. It's super inside-baseball stuff —... Read more
2 related stories
7d
MedCity News
OCTANe's accelerator program shows its chopsto capital for device companies in both regions. They’ve also partnered with t
OCTANe's accelerator program shows its chops
MedCity News / Posted 7 days ago
to capital for device companies in both regions. They’ve also partnered with the California Life Sciences Association (CLSA) to share resources. The collaboration will give OCTANe’s life science companies access to CLSA’s buying consortium,... Read more
7d
Business Standard India
Don't bet for now on SBI scripstock and see synergy gains from the merger in the long term. However, they poi
Don't bet for now on SBI scrip
Business Standard India / Posted 7 days ago
stock and see synergy gains from the merger in the long term. However, they point to the immediate cost. Aashish Agarwal of CLSA writes the synergy gains are likely to accrue only in the medium to long term. "First, the alignment of non-performing... Read more
8d
The Economic Times
India no longer preferred market in EM space; largecaps to excel: CLSAof most of the foreign institutional investors (FIIs) for a long time, but may
India no longer preferred market in EM space; largecaps to excel: CLSA
The Economic Times / Posted 8 days ago
of most of the foreign institutional investors (FIIs) for a long time, but may not remain so in 2016, foreign brokerage CLSA said in a note. This could limit the upside for the domestic market, the brokerage said. The rally witnessed in the... Read more
9d
Bangkok Post - Thailand's English news
Southeast Asia stocks rise after Fed minutesof the next rate hike, the likelihood of it being in September has significantl
Southeast Asia stocks rise after Fed minutes
Bangkok Post - Thailand's English news / Posted 9 days ago
of the next rate hike, the likelihood of it being in September has significantly reduced," said Samantha Wee, a trader with CLSA Singapore Pte Ltd. MSCI's broadest index of Asia-Pacific shares outside Japan rose as much as 0.76% in its biggest rise... Read more
9d
FOX Business
Citi's Corbat Preparing New Performance Targets43,000 jobs during his tenure. But some investors and analysts want more. Both
Citi's Corbat Preparing New Performance Targets
FOX Business / Posted 9 days ago
43,000 jobs during his tenure. But some investors and analysts want more. Both Kleinhanzl and Mike Mayo, an analyst with CLSA, have argued that Citigroup ought to break up or sell larger assets. "They have taken a lot of steps, but it is not... Read more
3 related stories
9d
FOX Business
Citi's Corbat Preparing New Performance Targets43,000 jobs during his tenure. But some investors and analysts want more. Both
Citi's Corbat Preparing New Performance Targets
FOX Business / Posted 9 days ago
43,000 jobs during his tenure. But some investors and analysts want more. Both Kleinhanzl and Mike Mayo, an analyst with CLSA, have argued that Citigroup ought to break up or sell larger assets. "They have taken a lot of steps, but it is not... Read more
3 related stories
9d
CNBC
Goldman Sachs: a play for the 99%steady at about $34bn since 2012, despite cutting risk-weighted assets by about
Goldman Sachs: a play for the 99%
CNBC / Posted 9 days ago
steady at about $34bn since 2012, despite cutting risk-weighted assets by about one-fifth in that time, on estimates from CLSA, the brokerage. They also note that the bank has responded to regulatory demands by roughly doubling its equity capital... Read more
9d
Channel NewsAsia
Citi CEO seen asking for more patience as targets still elusive43,000 jobs during his tenure. But some investors and analysts want more. Both
Citi CEO seen asking for more patience as targets still elusive
Channel NewsAsia / Posted 9 days ago
43,000 jobs during his tenure. But some investors and analysts want more. Both Kleinhanzl and Mike Mayo, an analyst with CLSA, have argued that Citigroup ought to break up or sell larger assets. "They have taken a lot of steps, but it is not... Read more
3 related stories
9d
Reuters
Citi CEO seen asking for more patience as targets still elusive43,000 jobs during his tenure. But some investors and analysts want more. Both
Citi CEO seen asking for more patience as targets still elusive
Reuters / Posted 9 days ago
43,000 jobs during his tenure. But some investors and analysts want more. Both Kleinhanzl and Mike Mayo, an analyst with CLSA, have argued that Citigroup ought to break up or sell larger assets. "They have taken a lot of steps, but it is not... Read more
3 related stories
9d
Orange County Business Journal
OCTANe in State Life Sciences Pushfor supporting Orange County life sciences companies. OCTANe helps develop loc
OCTANe in State Life Sciences Push
Orange County Business Journal / Posted 9 days ago
for supporting Orange County life sciences companies. OCTANe helps develop local technology and life sciences companies; CLSA is a trade organization that represents life sciences companies statewide and nationally. The joint effort is expected... Read more
10d
Business Insider
A handful of hedge funds just made a play that screams 'out of ideas'old days, they would've been deploying to do this or that. That isn't to say t
A handful of hedge funds just made a play that screams 'out of ideas'
Business Insider / Posted 10 days ago
old days, they would've been deploying to do this or that. That isn't to say there isn't anything banks could do. Over at CLSA, analyst Mike Mayo has a long list of things that should happen to Morgan Stanley. It's super inside baseball stuff —... Read more
10d
Newsmax
Morgan Stanley Targeted by Activist Investor ValueActstock performance this year has led to increased calls for activists to interve
Morgan Stanley Targeted by Activist Investor ValueAct
Newsmax / Posted 10 days ago
stock performance this year has led to increased calls for activists to intervene. In January, Mike Mayo, an analyst at CLSA Ltd., raised Bank of America Corp. to a buy because he said the company’s low valuation and “lousy” efficiency increased... Read more
7 related stories
10d
The Economic Times
Jefferies downgrades RIL stock, says upside limitedresults a month ago. Early this month, Credit Suisse and JP Morgan maintained t
Jefferies downgrades RIL stock, says upside limited
The Economic Times / Posted 10 days ago
results a month ago. Early this month, Credit Suisse and JP Morgan maintained their 'neutral' rating on the stock while CLSA reiterated its 'buy' rating. Currently, there are about 32 brokerages which have a 'buy' rating on RIL while 10 have a... Read more
11d
The Irish Times
Activist fund ValueAct takes $1bn stake in Morgan Stanleyand shifting employees to lower-cost hubs. “This stake by ValueAct is an added
Activist fund ValueAct takes $1bn stake in Morgan Stanley
The Irish Times / Posted 11 days ago
and shifting employees to lower-cost hubs. “This stake by ValueAct is an added insurance policy for investors,” said CLSA bank analyst Mike Mayo. “If Morgan Stanley’s management team fails to meet their growth targets then certainly ValueAct... Read more
2 related stories
11d
The Economic Times
Top five Nifty50 stocks to buy which can give up to 20% return in 1 yearcompany is realigning loan mix towards higher return on asset (ROA) segments by
Top five Nifty50 stocks to buy which can give up to 20% return in 1 year
The Economic Times / Posted 11 days ago
company is realigning loan mix towards higher return on asset (ROA) segments by pruning overseas working capital loans. CLSA sees scope to improve net interest margin (NIM) by changing loan mix to higher ROA segments. The global investment bank... Read more
12d
CBS News
​Disney stock could get some zip from video streaming"Jungle Book" and "Finding Dory," as well as its domestic theme parks. Vasily
​Disney stock could get some zip from video streaming
CBS News / Posted 12 days ago
"Jungle Book" and "Finding Dory," as well as its domestic theme parks. Vasily Karasyov, equity analyst at investment firm CLSA, said in a report that Disney's stake in BamTech and its plan for an ESPN streaming offering are partly why he's... Read more
12d
Brisbane Times
Customers figure out banks' mortgage tricksmonth. But this re-pricing is less beneficial to banks than in the past, becaus
Customers figure out banks' mortgage tricks
Brisbane Times / Posted 12 days ago
month. But this re-pricing is less beneficial to banks than in the past, because of competition. Previous research from CLSA analyst Brian Johnson has quoted a major bank executive who described interest rate re-pricing as "a bit like wetting... Read more
5 related stories
12d
WA Today
Customers figure out banks' mortgage tricksmonth. But this re-pricing is less beneficial to banks than in the past, becaus
Customers figure out banks' mortgage tricks
WA Today / Posted 12 days ago
month. But this re-pricing is less beneficial to banks than in the past, because of competition. Previous research from CLSA analyst Brian Johnson has quoted a major bank executive who described interest rate re-pricing as "a bit like wetting... Read more
5 related stories
12d
The Age
Customers figure out banks' mortgage tricksmonth. But this re-pricing is less beneficial to banks than in the past, becaus
Customers figure out banks' mortgage tricks
The Age / Posted 12 days ago
month. But this re-pricing is less beneficial to banks than in the past, because of competition. Previous research from CLSA analyst Brian Johnson has quoted a major bank executive who described interest rate re-pricing as "a bit like wetting... Read more
5 related stories
12d
Sydney Morning Herald
Customers figure out banks' mortgage tricksmonth. But this re-pricing is less beneficial to banks than in the past, becaus
Customers figure out banks' mortgage tricks
Sydney Morning Herald / Posted 12 days ago
month. But this re-pricing is less beneficial to banks than in the past, because of competition. Previous research from CLSA analyst Brian Johnson has quoted a major bank executive who described interest rate re-pricing as "a bit like wetting... Read more
5 related stories
12d
Canberra Times
Customers figure out banks' mortgage tricksmonth. But this re-pricing is less beneficial to banks than in the past, becaus
Customers figure out banks' mortgage tricks
Canberra Times / Posted 12 days ago
month. But this re-pricing is less beneficial to banks than in the past, because of competition. Previous research from CLSA analyst Brian Johnson has quoted a major bank executive who described interest rate re-pricing as "a bit like wetting... Read more
5 related stories
12d
Sydney Morning Herald
Customers figure out banks' mortgage tricksmonth. But this re-pricing is less beneficial to banks than in the past, becaus
Customers figure out banks' mortgage tricks
Sydney Morning Herald / Posted 12 days ago
month. But this re-pricing is less beneficial to banks than in the past, because of competition. Previous research from CLSA analyst Brian Johnson has quoted a major bank executive who described interest rate re-pricing as "a bit like wetting... Read more
5 related stories
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