Xiaomi (1810 HK): Weak Market in 3Q21 and Not Competitive Internationally
In 3Q21, the smartphone market was weak due to the chip shortage. Apple took back the No. 2 place from Xiaomi in market share. Xiaomi has tech and...
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Understanding Nanofilm (Nano SP)'s 3Cs - Customer Concentration, Competition and Management Changes
In its short listed history, Nanofilm endured significant regulator and investor scrutiny following sub-par results, management share disposals and...
623 Views
Kakao Pay IPO - Comparison with Kakao Bank and an Alternate Look at Valuation
Kakao Pay (KP), one of South Korea’s largest payment and financial services apps, aims to raise up to US$1.3bn in its South Korean IPO. In this...
615 Views
Global Emerging Markets Weekly: 15 October 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
351 Views
Celltrion Inc - The Minority Shareholders Upheaval & Concerns About Potential Inheritance Tax Issue
In this insight, we explain the recent minority shareholders upheaval of Celltrion Inc (068270 KS) and the potential timing of the merger of the...
501 Views