Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
539 Views
EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
559 Views
Last Week in Event SPACE: Celltrion, Glow, BWX, Nihon Nohyaku, JLT, Unicom
Last Week in Event SPACE ... This placement in Celltrion Healthcare (091990 KS) should be different as its third Singapore plant breaks ground...
517 Views
HMC/Kia Pair: Kia Got Overheated for a Wrong Reason, Long HMC / Short Kia
Kia Motors' short selling % had hovered at a 35-45% during the Sep 11-18 period. This is 4 times an usual level. On Sep 11, the HMC/Kia market cap...
582 Views
Hyundai Motor Restructuring: Make a Proactive Move on Share Class Pair Trade
Elliott made another move on the HMG restructuring. This implies that the HMG's revised restructuring plan will be announced pretty soon. This...
583 Views