Solid Korea Export (+7.7%yoy) In Sep and Positive Implications
Korea export in September increased by 7.7% yoy.
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6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment
In our previous insight, we spoke about 5G being a disappointment, a possible delay in 5G adoption, and how WiFi-6 could take its place. In this...
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LG Electronics Sell/Short Barrier
LG Electronics (066570 KS) has been on our bear list from early 2019 at the topside of the macro rising wedge. Game plan is still to sell rallies...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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Xiaomi 4Q2019 Results: Revenue Growth Rebounds; Shares Are Still Overvalued
Xiaomi reported its 4Q2019 and full-year 2019 results yesterday (31st March) after market which saw revenues growing 17.7% YoY in 2019 while...
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