Signs of Money Moving to Korean SMID Cap Stocks - Two High Conviction Stock Picks
In my previous insight NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move, I explained why NPS' passive investing may...
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Toyota (7203)- Unusual Press Conference as Mazda Is Treated as Equal
The press conference held by Toyota Motor Corp (7203 JP) and Mazda Motor Corp (7261 JP) on Friday August 4th, announcing a capital tie-up, was...
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Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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Derkwoo Electronics IPO Part 1 - Schedule, Financials & Valuation
Derkwoo Electronics (263600 KS), founded in 1992, is basically an electronics components manufacturing company. The company produces and sells...
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Apple Beats on Numbers, Driven by Seasonal or Structural?
Summary 3Q17 sales guidance beat but weaker margin: Apple guides 3Q17 sales of US$49-52bn, 8% to 15% q/q and 5-11% y/y, which is 3% better than...
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