Major Stock Swap Between Hyundai Motor Group and KT Corp
On 7 September, Hyundai Motor Group announced a major stock swap with KT Corp (030200 KS) worth about 750 billion won, which is likely to have a...
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Initial Thoughts on the Porsche IPO
Porsche is getting ready for an IPO to be completed by the end of this year. The expected valuation of the Porsche IPO is 60 billion to 85 billion...
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GEM Weekly (2 Sep 2022): China PMI, India GDP, South Korea CPI; Tencent, Hyundai, NetEase, Alibaba
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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Pullback Continues; Japan & India Remain Attractive
Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...
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Leapmotor Pre-IPO - Thoughts on Valuation
Leapmotor (LM) aims to raise around US$1.5bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we talk...
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