India Vulnerable to EM Reversal, Li-Ion Batteries Set to Dominate Grid Storage...
The stunning EM equity rally YTD led by Asia has been justified by improving earnings/macro momentum and underpinned by tumbling IG and HY...
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Datasolution IPO Summary - Questions Remain on Growth, but Market Seems Excited
Datasolution (263800 KS) is a micro cap (₩55bil market cap) company that is to be listed this week on Aug 3. It is Openbase Inc (049480 KS)'s...
454 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
446 Views
Panasonic - Regains #1 Slot in EV Batteries
Shares in Panasonic (6752 JP) hit a 52-week high following a report in the Nikkei suggesting that the company has regained the No. 1 slot in...
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Philoptics IPO Part 2 - Bookbuilding Results & Sunnier Sales Guidance
In this Part 2 insight of Philoptics Co. Ltd. (161580 KS) IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4...
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