KOSPI 200 & KOSDAQ 150 Rebalancing in June Update
In this insight, we provide additional insights regarding the upcoming KOSPI 200 and KOSDAQ 150 rebalancing. According to the KRX, it plans to...
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KOSPI200 Rebalance - What's In Store for Bottom 10%?
This is a follow-up to Brian Freitas' insight KOSPI200 Rebalance Preview - The Early Bird Gets the Worm. In our analysis, we highlight 10 potential...
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Korean Value Stocks Portfolio Quarterly #2 (1Q 2020) & Thoughts of Warren Buffett's 2019 Results
In this report, we highlight some of the most noteworthy value stocks in Korea. Among these 30 stocks, there were 10 stocks that achieved 10% or...
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Korea Stock Market Monthly Recap #39 (August 2019)
Our model portfolio was down net 0.3% in August (cash was 50% of our model portfolio) outperforming KOSPI which was down 2.8% in August. The...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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