The industrial robot cycle
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
5 stocks in Singapore, China, Hong Kong and South Korea
Coupang + DFI Retail + AI bubble
Deep-dive: Coupang (CPNG US)
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint