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...
256 Views
Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
451 Views
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...
324 Views
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...
365 Views
Hon Hai: Hits New 52-Week Highs; Sanity Checking Management Guidance Shows Still More Upside
We maintain our 12-month price target of NT$155 per share, 35% above current levels and higher than the entire Street. We show how higher margin...
472 Views