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...
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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...
293 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...
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