Global Emerging Markets Weekly: 10 December 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
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Kakao Bank Placement - Not a Surprise but past Deal Didn’t Do Well
Netmarble aims to raise up to US$415m via selling 1.5% stake in Kakao Bank. In this note, we will talk about the deal dynamics and run the deal...
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Samsung Electronics Yearend DPS Revised Down
Samsung's 4Q consensus DPS is ₩584, implying a special dividend of at least ₩200. It is possible that the CAPEX concerns may push the futures/spot...
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