COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
628 Views
Why Is Samsung Electronics Underperforming? ("No Trade Unions Until He Has Dirt Over His Eyes")
One of the mysteries in the Korean stock market this year has been the underperformance of Samsung Electronics (005930 KS), whose share price is...
380 Views
Samsung 1P Discount Now at an All-Time Low: Why & What Next
Samsung 1P is re-writing its history. The 1P discount has been narrowing lately and very drastically. It is now at an all-time low, currently...
241 Views
Asia Short Interest Weekly - HSBC, Meituan, Alibaba, Softbank, JRFI, Samsung, LG H&H, Yageo, TSMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
162 Views
EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
124 Views