BIDU – Break Down Q1 into Search Engine and IQiyi, Upside At Least 35%
Stock price surged after Q1 result release, closed about 10% over two weeks before when we posted our last buy suggestion. But we believe there is...
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Riedel CNBC Interview - Opportunities in EM During Market Volatility
Please find below a link to a CNBC interview yesterday with David Riedel of Riedel Research on opportunities in Emerging Markets in the context of...
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As Political and Economic Uncertainty Rattle Developed Markets - Emerging Markets Provide a Haven
Emerging Markets Have an Opportunity to Shine as Growth and Valuations Relative to Developed Markets Capture Market Attention Euro Area: Draghi...
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Fat Cash Inflows Yet Traded at 2/3 of Historical P/E Average
Operating cash inflows grew 48% in 2017. Real cash balance increased above 20+% every year in past 3 years. Revenue growth accelerated to 20% in...
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Last Week in Event SPACE: Alibaba, Mobis/Glovis, Japan Display, Takeda, Santos, Sharp
Last Week in Event SPACE ... The new rules under the pilot program for China Depositary Receipts shrink the pool of hopefuls, but should still...
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