Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
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Top 50 Beaten-Down THAAD Related Stocks That Are Recovering (Part 2) - Buy on Rumor, Sell on News?
About a month ago, we provided a list of 50 stocks in Korea in our note, Comprehensive List of Top 50 Beaten-Down THAAD Related Stocks That Are...
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Samsung Electronics Valuation Study
MS first started it. Soon after, several local brokerages and its wall street buddy GS struck back. Yes, I am talking about Samsung Electronics Co...
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Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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