Sharp (6753)--Q3 OP Reported to Be 12% Above Consensus
Sharp's Q3 OP appears to have come in at Y29.6bn (+60% YoY) according to a January 27th earnings preview in the Nikkei Shimbun. Revenues...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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Sector Capsule: Refrigeration Appliances in Vietnam
In 2017, refrigeration appliances records volume growth of 7% to reach 2.5 million units Strong growth in construction sector boosts demand for...
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