Hyundai Motor Corp’s share price has fallen from a high of $80.75 since August 2014. The reason appears to be a reaction by investors to the agreement by Hyundai to purchase raw land in the Gangnam region of Seoul, South…
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Hyundai Motor Corp (HYUD-LSE, $52.50). Market Capitalization Decline, Based on Land Purchase Agreement, may now be Overdone.
Posted in Portfolio Model Subscription
Kansas City Southern (KSU-NYSE, $122.72) Updates 2014 Guidance
At the Citi Industrial Conference held on September 23rd 2014, KSU’s presentation indicated that revenue growth forecast for the year could now be in the 10% range. This represented a further update from the guidance issued on September 16th that…
Posted in Portfolio Model Subscription
Portfolio Investment Actions in Anticipation of a Military NATO Response to Russian war with Ukraine.
Russia can be either an empire or a democracy, but it cannot be both. . . . without Ukraine, Russia ceases to be an empire, but with Ukraine suborned and then subordinated, Russia automatically becomes an empire. (Brzezinski) It is…
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Implications of U.S. Department of Commerce’s Bureau of Industry and Security Ruling on Export of Condensate for Kansas City Southern (KSU-NYSE, $106.37) and Union Pacific Corp. (UNP-NYSE, $100)
The U.S. Department of Commerce provided several domestic American oil and gas producers permission to export condensate. This represents a departure from the long-standing practice of requiring American producers of crude oil to sell their product domestically. Institutional investors and…
Posted in Portfolio Model Subscription
Kia Motor Corp. Reportedly to Build a New Auto Plant in Mexico.
Kia Motors is preparing to build its first automotive plant in Mexico. With a forecast capacity of 300,000 vehicles, which is the the standard optimal configuration used by Hyundai/Kia existing facilities in Alabama and Georgia, the proposed assembly factory will…
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