LGChem/SKI Deal - Another Korea Discount Worry? Follow the Female Lead
IP protection is a big worry for Korean firms - has the 2 precedent cases in Korea in 2021 lower the value of IP from the view of international...
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U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
412 Views
Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
765 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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S&P 500: Outlook Constructive but Concerns Remain
As the S&P 500 nears the 2,873 January high - a critical hurdle - short-term Sector leadership changes give us reason for pause. While we...
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