Taiwan Tax Reform: Positive to Domestic Investors but Only Marginal Impact to Corporates' Earnings
What's new?Taiwan Ministry of Finance announced yesterday a new tax reform (starting 2019 calendar year for 2018 income taxes) to cut personal tax...
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KYEC (2449.TT): 2026 Growth Forecast Cut to 38â40% from 47%, Still Far Above 2025.
KYEC revises down 2026 revenue growth forecast to 38-40%, still exceeding last year's growth, with 1Q26 revenue YoY +2-3% better than expected....
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The Week that Was in Greater China @Smartkarma: BABA Is Everywhere, Chinese Tourism, Fertility Fears
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of August 13 - 18 and features a selection of the week's insights on...
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Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
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BBSP Equity Asia Weekly Research 10 August 2017
Long Term Allocation (Strategic view) in terms of Relative Value (vs MXAP) and in USD terms.⢠NIKKEI/MXAP: Long term outperformance still...
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