Korean Pref Shares: Closing the Gap [1]
In this report, we provide an analysis of Korean preferred shares. We explain how a well-chosen basket of Korean prefs are an attractive investment...
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Japan Display--IPhone X Weakness May Be a Godsend
There are increasing signs that 2018 could be the year where Japan Display Inc. (JDI) finally sees a turnaround in earnings. And this has...
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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Huami IPO Valuation: Priced to Reflect Low Earnings Quality
Huami is a wearable device company backed by its largest customer Xiaomi, a 20.4% shareholder. On Friday, it announced its IPO price range of...
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AAPL CQ1 Guidance Likely a Miss, Busting IPhone X "Super-Cycle" Expectation
While many Apple Inc (AAPL US) analysts in the US are still living their Christmas dream, workers on the iPhone X production line at Hon Hai...
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