Hanjin Shipping(117930 KS) - Borrowed Time Comes to an End
“Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a...
4.2k Views
Close Out the Shorts on Korean Construction Stocks?
The four major construction stocks in Korea Hyundai Engineering & Const, Hyundai Development Co Engg & Cnstn, Gs Engineering &...
484 Views
Korean Construction Stocks - Household Debt Is the Achilles Heel
This is a follow-up to the warning on the Korean construction stocks which we issued more than a month ago. Warning on Korean Construction Stocks:...
467 Views
StubWorld: Melco (200 HK) At NAV Trough Levels
his week in StubWorld ... Commercial real estate (in the world's most expensive city) - check. Hotel exposure - check. Marine services -...
562 Views
Korea M&A Spotlight: Who Will Buy Woongjin Coway? (SK Networks, GS Retail, or KKR?)
It was reported in several local Korean media today that Sk Networks (001740 KS), Gs Retail (007070 KS), and KKR are interested in bidding...
930 Views