The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
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Riedel Research Global Macro - Inflation Expectations Are Too Low - Expect Renewed Focus on EM
Inflation Expectations are Too Low - As they rise in coming weeks we would expect more volatility and renewed focus on Emerging Markets United...
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Tencent's Ability to Monetize in Games and Entertainment Drives Forecast (And Target Price ) Higher
We have updated our forecasts for Tencent (700 HK) which feeds through to our target price valuation which moves from $401 to $547. This is a...
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IQIYI IPO Preview: Likely to Remain a Not-For-Profit
iQIYI is a leading Chinese online video platform, backed by Baidu Inc (ADR) (BIDU US), an 80.5% shareholder. In its 4Q17 results on 13 February,...
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Kakao Games - Rights Offering Details & IPO Valuation Study
Kakao Games Corp (1404796D KS) said in a regulatory filing that it had raised â‚©140bil in the form of new rights offering from multiple...
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