ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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Samsung Electronics Drops Its Q3 Guidance on the Back of Galaxy Note 7 Production Halt
We make no changes to our KRW 1.5 million fair value estimate for Samsung Electronics following the company’s revised guidance for third-quarter...
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SEC Downside Targets
Samsung Electronics failure to hold above the 1.58m level is labeled a rally failure in what is the terminal point of the rally out of bullish...
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Possible Explanations For Samsung's Big Bath in 3Q16 for Note 7 Mess - Still Maintain Positive View
Samsung was initially believed to have reflected about ₩1tril for Note 7 damage in its first interim 3Q16 OP guidance of ₩7.8tril. After Samsung...
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