Hon Hai (2317 TT) Valuation still Attractive
Hon Hai’s profitability was better than expected in 2Q21, whereas 3Q21 sales may remain flattish QoQ given a high base period. We estimate FY21 EPS...
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Does LG Group Hold Leverage over Apple and Not the Other Way Around?
Apple needs LG more than vice versa? The current situation might force Apple to diversify away from Hon Hai faster than anticipated
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Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Last Week in Event SPACE: Kerry Logistics, Sanken Electric, Vocus Comms, Toa Oil, ThaiBev, Sharp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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