GEM Weekly (3 Jun 2022): Chinese PMI Data, Indian GDP Growth; Samsung Electronics, Geely Auto
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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Winia Aid IPO Valuation Analysis
Our base case valuation of Winia Aid is target price of 21,724 won per share, which is 34% higher than the high end of the IPO price range. We...
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Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
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MediaTek (2454.TT): The Smartphone Demand Could Further Decrease in 2022.
MediaTek's revised downward smartphone delivery in 1Q22 earnings conference, but we think it could be revised down again by the end of July.
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3 Major Reasons Why Samsung and KOSPI Are Outperforming Other Global Peers & Country Equity Indices
Three reasons why Samsung is outperforming global peers such as Apple and TSMC may due to a potential war in Taiwan, COVID lockdown in Shanghai,...
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