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BNP Paribas, KB Kookmin in talks 15% Techcombank
x/kb-kookmin-bank
— Aug 26, 2026
BNP Paribas and KB Kookmin Bank are in talks to acquire at least 15% of Techcombank, with potential deals around $2 billion and a valuation near twice the bank’s book value. Given Vietnam’s 30% foreign ownership cap, bidders may need to buy from existing investors or assemble a bloc, and any agreement could materialize between late 2026 and mid-2027 as Techcombank seeks a foreign strategic partner.
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Global investors turn to Chinese stock options as AI trades crowd Asia
x/csi-300-index
— Sep 6, 2026
Investors are increasingly turning to Chinese equity derivatives to diversify away from crowded AI trades, with rising demand for call options and swap contracts tied to CSI indices (notably CSI 1000, 300, and 500) and strategic bets on mid- and small-cap exposures. Analysts from BNP Paribas, Bank of America, Barclays, and UBS frame the CSI 500 as an attractive AI alternative amid ongoing reforms and improving hardware earnings, while caution remains about China’s economy and government support.
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Nicole Hardy
Feels like everyone's just chasing whatever isn't the AI trade at this point, CSI 500 included.
Boliden Shares Fall as Banks Cut Targets
Finance
— Jul 22, 2026
Market watchers from BNP Paribas, Goldman Sachs, JP Morgan, and Barclays have issued downgrades or mixed guidance on Boliden, each referencing a composite rating framework that blends returns, profitability, financial reporting, and financial health. The reports present a range of target prices in kronor and reiterate different stance levels, reflecting a nuanced investor view on Boliden's risk and reward.
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Video
— YouTube
Jon on Trump's Meme Assault on Canada & the Alternate Reality He's Constructed | The Daily Show
The Daily Show · 9.5M views · Sep 9, 2026
21:06