EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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Huami IPO Preview: An Unprofitable Company Masquerading as a Profitable One
Hot on the heels of the upcoming blockbuster Xiaomi Corp (XIAOMZ CH) IPO, Huami filed for an IPO in the US to raise $150 million on 12 January. It...
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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
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BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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Samsung (005930 KS): Changing the Game with Foldable Screens
Earnings on an upcycle trend, sales on an upcycle trend, and low debt levels relative to its sector Going to increase its DRAM capacity in order...
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