EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
496 Views
Hyundai Heavy Industries Holdings (277250): Interesting Findings from Recent Trade Movement
Hyundai Heavy Industries Holdings (267250 KS), just HHIH for short, fell 5.16% on July 26 with a daily trade volume reaching three times what is a...
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The Week That Was In North Asia@Smartkarma: A Week of Cancellations & Baby Come Back
This past week was one of cancellations, highlighted by Trump cancelling his meeting with Kim Jong-Un and the Hyundai Motor Group cancelling the...
146 Views
S-Oil: "Straw Hats in the Winter?"
Structural gain at its margin/return post mega capex, upside risk to dividendWe recently met with the management of S-Oil and learned the company...
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