Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
Upgrading Mexico $EWW to Overweight; Bullish Outlook Intact on $ACWI; Technology Remains Global Leadership. 44 individual buys highlighted in Tech,...
827 Views
Baudroie (4413 JP): Bain-Sponsored MBO at a Nil-Premium Will Be Tough to Force a Bump
A competing offer is unlikely, as the founding shareholders did not accept a fiduciary-out clause. The deal is tough to block because of the low...
140 Views
Digital Hearts (3676 JP): Chairman-Led MBO Is Light but Likely Done
The timing is opportunistic as the shares have underperformed peers YTD. The offer is below the midpoint of the target IFA’s DCF valuation range....
167 Views
Bullish Reversals Continue: TAIEX, KOSPI, AEX, Hang Seng, CSI 300. Buy Cyclicals/Growth on Pullbacks
Bullish reversals: Taiwan $TAIEX, Korea $KOSPI, Netherlands' $AEX reversing YTD downtrends, while Hang Seng $HSI and China's CSI 300 are reversing...
694 Views
Smartkarma Originals
The Cybersecurity Disruptors in Asia & A Global Cyber Attack Worse than the COVID-19 Pandemic?
In this Smartkarma Original, we provide a detailed analysis of the cybersecurity disruptors in Asia and the major drivers of the cybersecurity market.
907 Views