Global Equity Strategy: Overweight EM, Japan Breaking Out, Europe in Recovery
Global technicals remain on a bullish footing. There’s a lot to like across global markets, chart-wise, particularly the catering-sized amount of...
285 Views
Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
283 Views
POSCO ICT (Part 1) - Leading Company in EV Charging Infrastructure Market in Korea
If you are interested in the EV infrastructure business in Korea, Posco Ict Co Ltd (022100 KS) is one of the key companies to keep track...
450 Views
Reinitiating on Posco With No-Moat, Stable Trend Ratings and FVE of KRW 324,000; Stock Fairly Valued
We are reinitiating coverage on Posco with no-moat and stable moat trend ratings, along with a fair value estimate of KRW 324,000 per share ($71...
169 Views
Trump Administration Plans to Impose Much Higher Tariff Rates on Korean Steel - Impact on POSCO
It was reported in numerous Korean media today that the Trump administration plans to impose much higher tariff rates on Korean steel products and...
287 Views