Leapmotor (9863 HK): Stellantis' Stake Doesn't Come Cheap
Stellantis is paying a chunky 3.64x market cap-trailing revenue; but ~2.25x forward revs, which compares to the average for key peers of 1.9x.
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CX Daily: Modi Steers India’s Relationship With Russia Through Storm of Ukraine War
India / Cover Story: Modi steers India’s relationship with Russia through storm of Ukraine war In the months leading up to the New Delhi summit,...
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Dongfeng Motor to Buy Assets From Stellantis JV to Consolidate Manufacturing
Dongfeng Motor Group Co. Ltd. will acquire automotive assets from its joint venture (JV) with Stellantis NV, as part of the carmaker’s strategy to...
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Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
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GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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