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  • Trade view / 19 May 2016 at 12:09 GMT
    Medium term

    #SaxoStrats: Samsung to excel in new market regime

    Head of Equity Strategy / Saxo Bank
    Denmark
    Samsung's outlook is better than many analysts say. The mobile phone market has entered a crucial saturation point where price will begin to dominate as the product gets commoditised. This trend will play into Samsung’s hands as they are already beating the competition in other commoditised industries.
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    3y
    ChristianK ChristianK
    Does "hedge with Apple" mean to buy apple shares for the same exposure as for the samsung shares? Can samsung be traded on the Korean exchange on...
  • Article / 22 February 2015 at 23:54 GMT

    KVP’s Macro Take: In from the cold of Mother Russia

    Global Macro Strategist / Saxo Bank Group - Singapore Hub
    Singapore
    This week’s Macro Take focuses on KVP's recent trip to Moscow, and he share data points and thoughts “from the ground” with the aim of illuminating a key component of the global macro puzzle for 2015 – Russia. KVP provides potential Russian equities to do homework on, and potential future catalysts.
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