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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Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
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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...
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Last Week in Event SPACE: Naspers, Toyota, Askul, Aveo, Maanshan, Autech, Olympus, Abbvie/Allergan
Last Week in Event SPACE ... Prosus (PRX NA) should trade at a premium to Naspers (NPN SJ) (ignoring the tiny economic shrapnel of the S.A....
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Allergan Plc Acquisition by AbbVie Inc. – A Botox Deal with Some Wrinkles
On June 25, 2019, Abbvie Inc (ABBV US) announced its acquisition of Botox-maker Allergan Plc (AGN US) in a $63 billion cash and stock deal in which...
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