-
All
- All
- 2024
- 2023
- 2022
- 2021
- 2020
- 2019
- 2018
- 2017
- 2016
CNBC: IPOs for franchises of South Korea’s Kakao could be delayed, says Seungjoo Ro, Head of ESG Research at CLSA
Seungjoo Ro of CLSA says the IPOs of Kakao franchises may be delayed in light of sentiment among the media, retail investors and regulators, but the business outlook is still “pretty much healthy.”
CNBC: CLSA analyst Christopher Richter says Toyota is cautious of looking “too prosperous” at a time when others are struggling and its fourth quarter will not “go south.”
Toyota is cautious of looking ‘too prosperous’ at a time when others are struggling, says CLSA analyst Christopher Richter.
Bloomberg: CLSA Feng Shui Index: Year of the Tiger
Justin Chan, Hong Kong and China Small & Mid Cap Analyst at CLSA, discusses the firm’s annual Feng Shui Index as the Year of the Water Tiger begins. He speaks with Paul Allen and Shery Ahn on “Bloomberg Daybreak: Asia”.
Bloomberg TV: Valuations are at historical highs in Korea, and many sectors have benefitted from the pandemic due to a high exposure to technology and advanced IT infrastructure, says Paul Choi
Paul Choi, CLSA’s Head of Korea Research, discusses valuations, the vaccine rollout, chip shortage and inflation pressure in Korea.
Bloomberg: The global chip shortage will persist through 2021, says Sebastian Hou
Sebastian Hou, CLSA’s Head of Technology Research, discusses the main causes of the supply-demand imbalance in the chip industry.
CNBC: Japan’s market has ‘a lot of potential’ that’s unappreciated, says Nicholas Smith
As Japan’s Nikkei hits a 30-year high, Nicholas Smith, CLSA’s Japan Strategist, discusses investment opportunities in the market.
CNBC: Premium mass is leading Macao’s gaming recovery instead of VIPs, says Jonathan Galligan
Jonathan Galligan, CLSA’s Deputy Head of Research, discusses the drivers of Macao’s gaming recovery and casino operators’ debt levels.
CNBC: Toyota is on a path to recovery from the coronavirus pandemic, says Christopher Richter
Christopher Richter, CLSA’s senior analyst, expects the global auto giant to return to pre-pandemic net profit levels in the second half of its fiscal year.