21 Things Worth Knowing (#17)
In this issue:A new industrial policy on the way in India, food wastage, Brexit borders, Nigeria Eurobond issue, Italian SME distortion, S&P...
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SEC Levels and KOSPI Risk Points
SEC levels and KOSPI risk pointsThere is a good chance that SEC over reacted to the MS downgrade. A failure to recovery would have grave...
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Mecaro IPO Part 2 - Valuation Study
This Tuesday (Nov 21) we have another major IPO bookbuilding. Mecaro Co Ltd (241770 KS), one of SK Hynix Inc (000660 KS)'s prime suppliers, will...
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Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
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Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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