Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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IMotion Automotive Technology Pre-IPO - PHIP Updates - Concentration Risk Even More Apparent Now
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from US$300m. In this note,...
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Last Week in Event SPACE - MitMotors, Celltrion, Hanwha, Nissan/Renault, Murray Goulburn
Last Week in Event SPACE, a notional free put option on Mitsubishi Motors Corp (7211 JP)'s Tender Offer; more downside in Celltrion Inc (068270...
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