The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
1.1k Views
Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
473 Views
Aequitas: CATL H-Share Placement - Has Seen Nearly US$5bn Worth of Wrong Deals
Sinopec is looking to raise around US$780m via selling most of its stake in Contemporary Amperex Technology (CATL) (3750 HK)’s H-shares. In this...
598 Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
782 Views
Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?
In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...
385 Views