Trump 2.0: Some Unexplored Market Implications of Deregulation, Tariffs, and Tax Reforms
Trump's re-election sparks a policy rodeo of deregulation, tariffs, and tax cuts, but focus should be on structural trends as that will always...
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Most executives upbeat after Trump election
William Companies $WMB believes more Republican control can resolve permitting issues, which would benefit the power industry and the energy...
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SK Shieldus IPO: The Syndicate's Revised Methodology
The primary change in the updated prospectus is the syndicate's valuation methodology which results in a 10% lower value per share. The unchanged...
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SK Shieldus IPO: Valuation Insights
SK shieldus is pre-marketing a KRX IPO to raise up to US$0.9 billion. Our valuation analysis suggests that the IPO price range is attractive.
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U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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