EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
442 Views
Last Week in Event SPACE: Celltrion, Glow, BWX, Nihon Nohyaku, JLT, Unicom
Last Week in Event SPACE ... This placement in Celltrion Healthcare (091990 KS) should be different as its third Singapore plant breaks ground...
412 Views
HMC/Kia Pair: Kia Got Overheated for a Wrong Reason, Long HMC / Short Kia
Kia Motors' short selling % had hovered at a 35-45% during the Sep 11-18 period. This is 4 times an usual level. On Sep 11, the HMC/Kia market cap...
474 Views
Hyundai Motor Restructuring: Make a Proactive Move on Share Class Pair Trade
Elliott made another move on the HMG restructuring. This implies that the HMG's revised restructuring plan will be announced pretty soon. This...
473 Views
Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
329 Views