Coupang IPO: Initial Thoughts on Rumoured $50.0bn Valuation
Coupang is fundamentally different from other e-commerce platforms as it generates over 92% of revenue from own inventory retail. Therefore a EV...
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Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
790 Views
Cobham (COB LN) Ready to Fly
Advent International and Cobham PLC (COB LN) announced on 25 July 2019 that they had reached agreement on the terms of a recommended cash...
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BAE Systems (BA/ LN): Downside Protection, but Little Excitement
BAE makes complicated, innovative cool stuff for the military. Contract wins, the sole supplier status in the UK and the move away from up-front...
300 Views
Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
499 Views