21 Things Worth Knowing Today (Issue 3)
Note: The weekend edition of '21 things' tends to be lighter with less analysis.1. Li & Fung Ltd (494 HK) parent the Fung Group is revamping...
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Mecaro IPO Part 1 - IPO Prospectus Summary
Mecaro Co Ltd (241770 KS) was initially founded in 1999 with the corporate name of 'Mecaronix' by the guy named Yoon Kang-sik. It was then acquired...
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Independent Research in Asia 2.0
This is a follow-up report of Mark Artherton's note The Future of Investment Research. The implementation of MiFID II is less than three months...
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BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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