BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
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Kumho Petrochemical: This Machine Ready to Roll Again
1Q surprise, significant room for upside from its core engine, consensus too low still On the heels of a solid 1Q beat, Kumho Petrochemical (KKPC)...
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Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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THAAD Related Risks Expand to the Korean Chemical Sector
The THAAD system installation in South Korea has been one of the biggest negative factors impacting the Korean stock market in the past year. It is...
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