BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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Sector Capsule: Refrigeration Appliances in Vietnam
In 2017, refrigeration appliances records volume growth of 7% to reach 2.5 million units Strong growth in construction sector boosts demand for...
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Toyota Motor and Panasonic Announced the Start of an Alliance in Battery Development
Toyota Motor and Panasonic announced an agreement to begin studying the feasibility of a joint automotive prismatic battery business.Both companies...
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The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
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