The GER Weekly Events Wrap: Familymart, Don Quijote, Softbank, and NTT
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week, we provide further insight into our...
344 Views
Last Week in GER Research: WuXi App, Don Quijote, Koolearn, Asiainfo and China's Bike Sharing Bubble
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on IPO WuXi AppTec Co....
428 Views
IPhone XR Cuts; India Production for the US Shipments
XR Price Discounted in China Out of the GateWe believe that much of the Apple Inc (AAPL US) XR unit built and shipment cuts in CQ4 is being driven...
368 Views
Xiaomi Corporation – Running Harder to Stay Still
By focusing investor attention on gross profit, Xiaomi Corp's (1810 HK) Q3-18 results deftly side-stepped the YoY EBITDA decline of 14.3%. To us it...
579 Views
LG Electronics: A Turnaround Story + Extra Dividends Alpha Kicker
Both Lg Electronics (066570 KS) and LG Corp (003550 KS) shares have been rebounding nicely since the end of October. In late June 2018, Koo...
443 Views