Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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21 Things Worth Knowing (#17)
In this issue:A new industrial policy on the way in India, food wastage, Brexit borders, Nigeria Eurobond issue, Italian SME distortion, S&P...
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SEC Levels and KOSPI Risk Points
SEC levels and KOSPI risk pointsThere is a good chance that SEC over reacted to the MS downgrade. A failure to recovery would have grave...
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Mecaro IPO Part 2 - Valuation Study
This Tuesday (Nov 21) we have another major IPO bookbuilding. Mecaro Co Ltd (241770 KS), one of SK Hynix Inc (000660 KS)'s prime suppliers, will...
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