Vincom Retail JSC (VRE VN) - Sale of Vincom NCT to Boost 4Q25 Results
The topline decline reflected an 85% YoY drop in property handovers (VND115bn) as the shophouse cycle nears completion, while leasing revenue...
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Khang Dien House Trading and Investment JSC (KDH) - Visible Future Driver
The project had completed its infrastructure and construction for 226 villas and townhouses but had held back the launch while waiting for sales...
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Mirae Asset Minutes [2025: Volume 23]Biweekly strategy meeting recap
While rising memory prices could modestly weigh on global IT device sales in 2026, we note that memory chips’ share of smartphone BoM costs is only...
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[2026 Outlook] AutosEarnings and valuation drivers: US market, robotaxis, and SDVs
These discounts largely reflect earnings pressure from tariffs and lingering peak-growth concerns following strong profit expansion (surpassing...
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LG Innotek (011070 KS/Buy)Raise TP on Stronger Substrate Earnings Outlook
We lift our target price for LG Innotek to W320,000 (from W300,000), as we revised up our 2026 operating profit forecast (+30% for substrates)...
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