Tactical Trade Idea – Auto Sector
EU zero-emission target by 2035 may place Chinese carmakers on the fast track. The law has been drafted and agreed by EU countries last October and...
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Trade Idea - Competition Heats up in the BEV Market Globally
Tesla’s share price has plunged by more than 75% from its Nov 2021 peak. Market worries that the global EV leader cannot sustain its competitive...
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Global Emerging Markets: Reporting Season Summary, 3Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
462 Views
KRX Foreign Holding Weekly (Jul 31st): SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, SamsungElecMech,...
130 Views
GEM Weekly (23 Sep 2022): Rising Rates Across GEM; Baidu, Samsung Electronics, Hyundai Motor, Kia
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
439 Views