Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO Inc (9866 HK).
The EV has a better future outlook, and NIO is riding on the right wind even it's still lost making. We think ASMP's should see another hike in...
576 Views
ECM Weekly (22nd May 22) - JD, LIC, Delhivery, Leapmotor, Vista, Paradeep, Woori, Hyundai Heavy, NIO
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Q1 Memory Results Down, But Encouraging
The semiconductor memory business - DRAM and NAND flash - is doing very well, with revenues over 20% above the year-ago quarter, and good...
317 Views
Xiaomi (1810 HK): 1Q22, Revenue Down Due to Weak Smartphone Market, 26% Downside
In 1Q22, Xiaomi’s revenue decreased by 5% YoY in 1Q22 (Exhibit 1) and the main business, smartphone, decreased by 11% YoY. The smartphone market...
396 Views