GEMWeekly (9 Feb 2024): China Macro; Hyundai Motor, SMIC, Tencent, TSMC, Baidu
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
385 Views
Nissan’s Renault Led Selldown Updates - Lack of Ampere Listing Brings Back the US$4bn Overhang
A year ago we looked at the arrangement between Nissan and Renault regarding their relationship, which left Renault with a 28% Nissan stake to be...
382 Views
Samhyun IPO Valuation Analysis
Our base case valuation of Samhyun is target price of 28,106 won, which is 25% higher than the mid-point of the IPO price range (22,500 won).
292 Views
KRX Foreign Holding Weekly (Feb 2nd): Samsung Electronics, Kia, Samsung C&T, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Kia, Samsung C&T, Hyundai...
297 Views
KRX Foreign Holding Weekly (Jan 26th): Samsung Electronics, Ecopro, Samsung Biologic, Samsung SDI
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Ecopro, Samsung Biologic,...
189 Views