Local Color on HD Hyundai Marine Solution's Excessive IPO Valuation
This post conveys the sentiment among local IPO fund managers regarding the excessive valuation of the HD Hyundai Marine Solution IPO.
Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure
Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...
Major Breakouts For WTI and Brent Crude Oil. Actionable Themes: Energy, Manufacturing, Autos/Parts
Today we highlight several positive developments that have occurred since last week’s Int’l Compass report, all of which continue to support our...
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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