JDI Visit: Tough FY18 but Company Confident. We Feel Some Apple Business Will Remain in FY19
We visited JDI to discuss the reasons for their selection of the Nomi plant for restructuring and to get an update on their overall recovery plan....
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EM Indices Losing Credibility, as N. Korea Raises Trade Conflict Risks
Global investors are increasingly viewing EM indices as no longer fit for purpose - Norway’s $980bn SWF has stated that EM debt exposure no longer...
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Sunic System IPO Part 2 - Key Considerations for Bookbuilding
The most important question for Sunic's IPO bookbuilding that is currently in progress is whether Sunic will receive more orders from LGD for the...
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Sector Capsule: Wearable Electronics in South Korea
In 2017 smart wearables record retail volume growth of 28% to reach sales of 628,000 units thanks to increasing product diversification and...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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