MVIS Vietnam Index Rebalance: Two Adds, One Delete, Capping & Float Changes
There are 2 adds, 1 delete, float and capping changes for the MVIS Vietnam Index to be implemented at the close on 17 June. One-way turnover is...
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Simone Accessories Collection IPO Valuation Analysis
Our base case valuation of Simone Acc Collections is an implied market cap of 1.0 trillion won or 31,104 won per share. This represents a 21%...
308 Views
Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
261 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
210 Views
Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
200 Views