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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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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Samsung C&T and Hyundai E&C: Two Main Beneficiaries of Neom (World's Biggest Construction Project)
Neom is the largest construction project in the world with total project size of nearly $500 billion. Hyundai E&C and Samsung C&T consortium...
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