The Apple Exodus and Declining FAANG Sentiment
Despite surpassing $1Tr in market cap, ownership of Apple Inc (AAPL US) among global equity managers has never looked so bleak. The percentage of...
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Narumiya IPO Preview (Re-Listing): High Exposure to Department Stores Shows Old Habits Die Hard
Narumiya is a Japanese company that specializes in the production and distribution of children’s clothing in Japan. As of February 2018, the...
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Last Week in GER Research: Nio, Tesla, China Tower and China Education
Below is a recap of the key IPO and fundamental research produced by the Global Equity Research team. This week we highlight excellent and detailed...
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Y Ventures Group: A Potential to Double (Part 1)
With a small market cap barely touching SGD 100m, Y Ventures Group (YVEN) might easily be overlooked by fund managers. However, its data-centric...
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Chinese ‘Super Apps’ Driving Automation of Consumption…
‘We don't want to be just a retailer but to help all others run their business better…’ Chen Zhang, JD's chief technology officer, talking about...
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