Hyundai Oilbank IPO Update: Timeline & Valuation
In this post, I summarized two possibilities of the Hyundai Oilbank IPO timeline. Conclusion is this IPO will likely be done by mid Dec at the...
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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...
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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...
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