🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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StubWorld: Bank of Kyoto's NAV Discount At Multi-Year Low
This week in StubWorld ... Top up profit or policy cross-holding focus? Either way, Bank Of Kyoto (8369 JP)'s discount to NAV is now at a level...
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Asiana Airlines Stake Sale: Deal Conditions & Potential Buyers
Kumho Industrial officially confirms Asiana Airlines controlling stake sale in a regulatory filing. KDB is said to have accepted this revised...
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Asiana Airlines Bailout: KDB Demands a Massive Rights Offer
KDB's press release came out WRT Asiana Airlines (020560 KS)Â liquidity crisis shortly after the market closed yesterday. KDB clearly said that...
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The Grey Rhinos Are Coming - Which Ones to Short in the Korean Construction Sector?
This is a follow-up report to our previous note Impact of the New 8.2 Real Estate Regulations in Korea - Watch Out for the Grey Rhino! The new real...
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