3 Major Reasons Why Samsung and KOSPI Are Outperforming Other Global Peers & Country Equity Indices
Three reasons why Samsung is outperforming global peers such as Apple and TSMC may due to a potential war in Taiwan, COVID lockdown in Shanghai,...
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Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
541 Views
ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO Inc (9866 HK).
The EV has a better future outlook, and NIO is riding on the right wind even it's still lost making. We think ASMP's should see another hike in...
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ECM Weekly (22nd May 22) - JD, LIC, Delhivery, Leapmotor, Vista, Paradeep, Woori, Hyundai Heavy, NIO
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
508 Views
Xiaomi (1810 HK): 1Q22, Revenue Down Due to Weak Smartphone Market, 26% Downside
In 1Q22, Xiaomi’s revenue decreased by 5% YoY in 1Q22 (Exhibit 1) and the main business, smartphone, decreased by 11% YoY. The smartphone market...
405 Views