Last Week in Event SPACE: FamilyMart, CDRs, SK Telecom, APN, Gateway, Rusal
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) will be squeezy until something changes with the index construction Where...
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Xiaomi IPO Valuation: A Rough Guide to Cutting the Valuation
Xiaomi Corp (1810 HK) has finally kicked off bookbuilding for its Hong Kong IPO. At the mid-point of the IPO price range of HK$17-$22 per share,...
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Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued
We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to de-risk its business by divesting the financial services segment, and via a...
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Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...
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The Evolution of Video Games Continued
An update from E3 on microtransactions and esportsWe recently attended E3, the premier video game conference, in Los Angeles, where we met with...
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