BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Hyundai Motor Group - A Gradual Change to Produce Its Own EV Batteries?
There has been an increasing local news flow regarding the possibility of Hyundai Motor Co (005380 KS) gradually increasing its own production of...
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Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
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Kumho Petrochemical: This Machine Ready to Roll Again
1Q surprise, significant room for upside from its core engine, consensus too low still On the heels of a solid 1Q beat, Kumho Petrochemical (KKPC)...
327 Views
Samsung SDIÂ (Major Highlights of 1Q18 Conference Call)
This note provides the major highlights of Samsung SDI Co Ltd (006400 KS)'s 1Q18 conference call. The overall tone of the conference call was...
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