Global Emerging Markets Weekly: 23 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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SK Hynix: Leading DRAM IDM, Trading at Discount Multiples, in a Strong Demand Environment
In this insight, we take a closer look at SK Hynix, the 2nd largest DRAM IDM in the world and its potential for re-rating driven by a continuation...
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May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
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Asia Shorts: Kuaishou, JD, Geely, Alibaba, Shimizu, Kubota, ASICS, SK Inno, Hynix, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Screening for GEMs: July 2021
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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