GEM Weekly (23 Sep 2022): Rising Rates Across GEM; Baidu, Samsung Electronics, Hyundai Motor, Kia
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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Softbank – So The Arm IPO Isn’t Looking All That Hot Then?
A discussion of a strategic alliance between Samsung and Arm is unlikely to lead anywhere in our opinion and is likely a simple attempt to garner...
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Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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Hyundai Heavy IPO Lock-Up - Last of the Lockups with Employees Coming Free
Hyundai Heavy Industries (HHI) was listed on Korea Exchange on 17th September, 2021. Its one year lock-up will expire on 17th Sep, 2022.
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Assessing the Korea NPS-Originated Flow Trends and Allocation Breakdown
This post assesses the Korea NPS annual report released last week along with the latest monthly status report to find recent patterns in allocation...
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