Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
541 Views
ASMP (522.HK): Hang Seng Tech Index (HSTECH INDEX) Took Out ASMP with NIO Inc (9866 HK).
The EV has a better future outlook, and NIO is riding on the right wind even it's still lost making. We think ASMP's should see another hike in...
590 Views
ECM Weekly (22nd May 22) - JD, LIC, Delhivery, Leapmotor, Vista, Paradeep, Woori, Hyundai Heavy, NIO
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
508 Views
Xiaomi (1810 HK): 1Q22, Revenue Down Due to Weak Smartphone Market, 26% Downside
In 1Q22, Xiaomi’s revenue decreased by 5% YoY in 1Q22 (Exhibit 1) and the main business, smartphone, decreased by 11% YoY. The smartphone market...
405 Views
Sri Lanka Defaults on Debt: South Korea Is the Biggest Investor & Domino Effect on Other Countries?
Sri Lanka defaulted on its debt for the first time in its history. South Korea is the biggest investor in Sri Lanka. About 20% of foreign companies...
358 Views