Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Note 7 Battery Replacement Impact Assessment: May Be A Good Thing for Samsung Group
How many Galaxy Note 7 should be replaced? It has been said that Samsung Electronics has so far sold about 1.4-1.5 million units of Note 7 to 10...
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IPhone 7 Implications for Japanese Stocks
Given that the iPhone 7 is expected to be pretty similar to the iPhone 6s, it is not surprising that the Japanese stock market has generally shown...
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Samsung Galaxy Note 7 Battery Explosion Case
Samsung Electronics (005930) and Samsung SDI (006400) are down 2.04% and 6.06%, respectively today. Samsung SDI’s smartphone battery used in Galaxy...
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VW - Is Audi Going After Tesla?
All of a sudden, Volkswagen (VW) appears to have, admittedly very quietly, declared war on Tesla. Not content with an all-electric SUV based on...
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