Actro IPO Preview (Part 1)
Actro Co Ltd (290740 KS) is an IPO that is expected to be completed in the Korea stock market in late August. The IPO price range is between 20,000...
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Korean Pref Shares: Closing the Gap [#3] - 2Q18 Review (Opportunity in LG H&H Pref?)
The Korean preferred shares had excellent an share price performance on average in 2Q18. The top 30 Korean preferred shares were down only 0.2% on...
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Why Is the Moon Administration So Anti-Samsung?
It has been more than a year since Moon Jae-In has become the President of South Korea. Since this period, it has been becoming more apparent that...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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