2021 High Conviction: LG Corp's Decade-Low Stub
The level for LG Corp is unjustified here. You can use single stock futures to sell LG E, LG H&H, and LGChem. Or there are pockets of borrow for...
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The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
CureVac Stock May Surge Another 20-30% Under New Bull-Case Scenario
We see further upside potential for CureVac shares as the probability of success is increasing for its vaccine candidate CVnCoV and key mRNA-based...
289 Views
Myungshin Industrial IPO Valuation Analysis
Our base case valuation of Myungshin Industrial IPO is 458.6 billion won in market cap or an implied price per share of 8,735 won, which is 51%...
264 Views
The Great Tesla Ascension
The Tesla inclusion into the S&P500 is not unexpected. The S&P Global Annual Index Fund Survey suggests the buy is $51bn. As of one day post...
382 Views