Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
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Emerging Markets Breaking Out
Emerging markets (EEM-US) are breaking above major $46.30 resistance to hit highs not seen since June 2018. Additionally, RS on EEM-US is near 1...
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Cheil Worldwide: Three Key Catalysts
The three key catalysts of Cheil Worldwide (030000 KS) include a) Samsung's Roll-Out of New 5G Smartphones; b) Tokyo Summer Olympics and National...
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Samsung SDS: Bottoming Out After Two Years of Decline?
We believe that Samsung Sds (018260 KS) is an undervalued IT service provider in Korea, which is well poised for a turnaround. Samsung SDS shares...
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Samsung Galaxy Note 9, Galaxy X, Galaxy S10 & Mobile Games
It has been nearly a couple of weeks since the launch of Samsung Electronics (005930 KS)'s Galaxy Note 9, and the overall reception towards this...
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