• All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Write a Squawk
No posts
  • Editor’s Picks / 13 December 2015 at 23:03 GMT

    New sectors shake up South Korea

    Nikkei Asian Review
    Smokestack companies owned by chaebol conglomerates are losing steam and startups are expanding their presence. Companies in information technology, pharmaceutical and other sectors are thriving. Welcome to the topsy-turvy world of South Korea these days. Koichi Kato writes while the chaebols were once the driving force of the country's economy, the spread of smartphones and stepped-up research and development capabilities have given a boost to next-generation industries. With consumer goods, especially cosmetics, also captivating the rest of the world on the back of the South Korean entertainment boom, the country's industrial competitiveness has entered a new stage.
    Read article on Nikkei Asian Review
    Go to post
  • 4y
    Kay Van-Petersen Kay Van-Petersen
    Great charts Kim!
  • Editor’s Picks / 23 June 2015 at 3:14 GMT

    SoftBank leads joint venture into Indian renewable projects

    Nikkei Asian Review
    Japan's SoftBank has formed a joint venture with India's Bharti Enterprises and Taiwan's Foxconn Technology Group to develop wind and solar energy capacity in India, a country desperate to reduce its dependency on fossil fuels. Rosemary Marandi writes SoftBank is leading the joint venture with Bharti and Foxconn taking minority stakes. The joint venture company, SBG Cleantech, is undertaking a 20-gigawatt solar power project costing $20 billion. This is the first foray by Bharti into the renewable energy sector, away from its usual telecoms and retail. Telecoms and Internet giant SoftBank, by contrast, has built 16 solar plants in Japan since March 2011.
    Read article on Nikkei Asian Review
    Go to post
  • Trade view / 21 June 2015 at 23:00 GMT
    Strategic trade

    #SaxoStrats: A long trade on Japan's Softbank

    Global Macro Strategist / Saxo Bank Group - Singapore Hub
    Japanese telecommunications firm maintains a stake in Chinese online retailing giant Alibaba that is presently equal to the company's entire market capitalisation. At present, Softbank is well supported around the 7,000 level and as lagged the broader Topix rally by about 45% over the past 18 months.
    Read the Trade View
  • Article / 22 January 2015 at 7:06 GMT

    Market Open: Markets brace for ECB decision Team / Saxo Bank
    Market Open: Markets brace for ECB decision
    European markets are expected to open higher Thursday as traders await the European Central Bank's policy decision today. Yesterday, a media report made the rounds that the ECB’s executive board is calling for bond purchases of around 50 billion euros per month that would last for a minimum of one year. Additionally, investors will track Eurozone consumer confidence data which is expected to post a marginal improvement in January.
    Read the article
  • 5y
    Kay Van-Petersen Kay Van-Petersen
    Also worth bearing in mind, that the views on whats going on in JP & price action on JP equities in particular are diverse. My colleague and...
  • Article / 22 September 2014 at 12:05 GMT

    Yahoo grotesquely mispriced after Alibaba IPO

    Head of Equity Strategy / Saxo Bank
    Yahoo grotesquely mispriced after Alibaba IPO
    Based on Friday's close in the Alibaba share the current price of Yahoo's share does not make sense even under conservative assumptions. Either the market is totally mispricing Yahoo or else the market is reflecting negative expectations about Yahoo Japan and especially Alibaba through Yahoo's shares. Our SOTP fair value of the Yahoo share is $45.30 compared to Friday's close of $40.93
    Read the article
    Peter Garnry Peter Garnry
    Sorry to hear that. Yes, in hindsight you should jumped the bandwagon when we highlighted this trade months ago. I cannot give you individual advice but just...
    Jazzy Jazzy
    @ Winfield. I think it is never smart to enter a stock that is so high overpriced, you only give the longer's more money...
    peter peter
    @ Winfield.
    Since yesterday BAC/ML has price target approx. 45USD based on market close of Baba at 92USD basically similar to Peter´s valuation.
    Today´s trade of Yahoo...