Were You Aware ...?
Published: December 9, 2019
This content is for informational purposes only. This should not be construed as solicitation. The general public should consult their financial advisor for additional information related to investment decisions.
The world's most valuable company is set to IPO this Wednesday

New Webinar Replays Available!

  • New Models Listing Page and Custom Model Service Webinars: We are excited about the latest redesign of the Models page as well as the first installment of the new Custom Models tool. Designed with you in mind, the new Models page includes all of the information that was previously available, with the addition of new statistics and comparative tools to better select the strategy that is right for you or your clients. The page itself was also updated to reflect a more streamlined approach for your model selection and analysis processes. We had two webinars this week on the functionality and navigation on the Models Listing page as well as the new Custom Models tool, which are available below:
  • Using OptionsPlay EffectivelyOn Wednesday, December 4th, Tony Zhang, Chief Strategist at OptionsPlay, hosted the latest installment of our ongoing OptionsPlay Webinar Series: Add Leverage with Limited Risk with Options. This webinar focused on basic strategies for bullish and bearish views, taking directional trades with limited risk and leverage, and finding a starting point to learn and analyze each potential strategy.

Initial Public Offerings (IPOs), the terminology for when companies first offer shares to the public market for purchase, tend to gather significant attention from the investment community. For example, companies like Uber UBER, Lyft LYFT, and Peloton PTON should sound familiar as some of the more prominent names that offered shares to the public earlier this year. Although U.S. based/listed companies tend to pull our attention and dominate the conversation, a Saudi-based oil company just set a record for the single largest IPO in history by raking in approximately $25.6 billion in proceeds. The state-owned oil mammoth set its initial share price at $8.53 (32 riyals) and is set to become the world’s most valuable publically traded company once it starts trading on Wednesday (bloomberg.com). Furthermore and perhaps more interestingly, the lucrative company is known to be a bit secretive and has no recorded borrowing from international debt markets yet will now be required to disclose financial documentation to the public. The unfolding event this week is a culmination of a process that began in 2016 and is certainly a place to monitor as we look towards the close of 2019.  

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DISCLOSURE

This report is for Internal Use Only and not for distribution to the public. While we make every effort to be free of errors in this report, it contains data obtained from other sources. We believe these sources to be reliable, but we cannot guarantee their accuracy. Investors who use options should read the Options Disclosure Document before making any particular investment decision. Officers or employees of this firm may now or in the future have a position in the stocks mentioned in this report. Dorsey, Wright is a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Copies of Form ADV Part II are available upon request.
Equity prices provided by Thomson-Reuters. Cross Rate prices provided by Tenfore Systems. Option prices provided by OPRA
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