SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up
Following up on our earlier cross-shareholding notes, in this note we look at Sumitomo Mitsui Financial Group (8316 JP) cross-shareholding. SMFG...
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Tech Supply Chain Tracker (22-May-2024): Pompeo urges Taiwan to innovate for chip dominance.
Pompeo urges Taiwan to innovate in chips, LGES to surpass Panasonic in battery production, CEMWorks aims to excel in semiconductors, SDC and LGD...
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SK Group's Restructuring Plans for SK IET and an Earnings Shock for SK IET in 1Q 2024
SK Innovation may sell its controlling stake in SK IE Technology according to Maekyung Daily. SK IET also had an earnings shock in 1Q 2024....
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Zeekr IPO Trading - Not as Cheap as It Looks but Float Is Tiny
ZEEKR (ZK US), a premium EV brand by Geely, raised around US$440m in its US listing, after the deal was upsized and priced at the top. In this...
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Zeekr IPO - Missed Targets and Related Party Deals - We Would Stick to the Bottom-End
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$370m in its US listing. In this note, we look at the recent...
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