Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
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Global Emerging Markets Weekly: 19 November 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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LG Corp: SoTP Valuation Analysis Update + Four Key Catalysts
In this insight, we provide an updated SoTP valuation analysis on LG Corp. Our base case valuation analysis suggests an implied price of 131,911...
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LG-GM Battery Recall: A Lot of Confusion & Clarifications Based on the Latest WSJ Report
There is a lot of confusion about LG and GM's recall cost-sharing. This post summarizes what LG disclosed today caused confusion and clarifies...
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