Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Best Ways to Position for the Growth of REITs in Korea
In this insight, we discuss the best ways to position for the growth of REITs in South Korea. ESR Kendall Square REIT is our top pick in this sector.
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Uber Partners With Naver to Acquire 100% Stake in Baemin (Woowa Brothers) For 8 Trillion Won
Uber is partnering with Naver to acquire a 100% stake in Baedal Minjok (Baemin) (operated by Woowa Brothers Co.) for about 8 trillion won ($5.3...
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MS-Indonesia Index Earning Revision (Mar): Astra International, Aneka Tambang, Bank Mandiri
We analyzed MS-Indonesia's consensus for Mar 2026 and highlighted changes of EPS in Astra International (ASII IJ), Aneka Tambang (ANTM IJ), Bank...
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Sea Ltd (SE US): Shopee Trading at Trough Valuations
Sea Ltd's margin pressure is due to investment in logistics and loyalty programs, not price wars. Valuation for Shopee will re-rate as this margin...
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