HMG Restructuring Speculation: HMG Ordered Mobis/Glovis to Put Major Projects on Hold
The HMG restructuring speculation is widely spreading in Korea. This isn't only market speculation. Some of Korea's established news outlets are...
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April U.S. Auto Demand: 16.4m Unit SAAR Suggests Strong SAAR in March May Have Been a One-Off
From February's SAAR of 16.57m units, March SAAR had jumped to 17.45m units before settling down to 16.4m units in April (-6.0% MoM, -4.3% YoY). ...
462 Views
Hyundai Motor (005380.KS): A Few Thoughts on the Venue Unveiling at the NY International Auto Show
Hyundai Motor's new B-platform crossover Venue was unveiled at the NY Auto Show this week and listening to the presentation made by Mr. SangYup...
594 Views
Hyundai Autoever IPO Bookbuilding: Surprising Results, Local Street Bets on Autoever/Glovis Merger
Subscription rate is 797 to 1. Offer price was fixed at ₩48,000, substantially higher than the upper end. Deal size is now ₩168.5bil. Company...
576 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
671 Views