WCP IPO - The Negatives - Patent, Going Concern, Customer Concentration
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note, we talk about the not so...
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Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
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Local Pensions' Spot/Futures Arb on Samsung Electronics & 1P Discount Distortion
This post investigates local pensions' recent spot/futures arbitrage on Samsung Electronics, which resulted in a massive 1P discount distortion.
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India Channel Insight #41 | Haier, Samsung, Voltas
The Indian durables market is witnessing changing consumer behaviour aiding an optimistic outlook for FY23 along increasing competitive intensity...
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GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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