EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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Samsung SDI (Major Highlights of 4Q17 Conference Call)
This note provides the major highlights of Samsung SDI Co Ltd (006400 KS)'s 4Q17 conference call which was held on January 23rd. Samsung SDI's 4Q17...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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POSCO Chem (003670 KS): Surging Needle Coke Demand
Good price momentum and low debt levels relative to its sector PMC Tech, JV with Mitsubishi Chemical (4010 JP) , should see strong revenue growth...
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