BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsâą NIKKEI/MXAP: Long...
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The Week That Was In North Asia@Smartkarma: JDI, Renesas, Trade, Governance, and Mobis/Glovis
It was a "slow" week on Smartkarma with 'only' 165 pieces of research published, but it is school vacation week in Asia, with two days off in Hong...
343 Views
The Week That Was in NorthAsia@Smartkarma:Â China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
302 Views
The Week That Was in NorthAsia@Smartkarma: THAAD Again, Toyota, Subaru & Studio Dragon IPO
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Top 50 market cap beaten-down THAAD related stocks that are...
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