AEM Holdings (AEM SP): Stellar FY19 Results & On Its Way to Be 1 Billion SGD Market Cap
AEM Holdings (AEM SP) posted stellar FY19 results and upped its 2020 guidance. Long-term the company's TAM continues to rise and diversification...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
606 Views
Chroma (2360 TT): Testing Technology Around the Globe
High level of cash sales, earnings on an upcycle trend, and capable of funding growth internally relative to its sector Automakers are shifting...
123 Views
BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
498 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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