Pandemic to Endemic Reopening Plays in Korea
The pandemic to endemic reopening could increasingly become a world-wide trend including in Korea and the 17 stocks highlighted in this insight...
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Insights from Datamining Technical Publications - Cosmetics
The beauty industry - where innovation can be real and driven by science, but sometimes just cosmetic to just change the perception
470 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
500 Views
Highest Daily Cases of COVID-19 in Korea Driven by the Delta Variant - Impact on the Stock Market
South Korea recorded the highest daily cases (1,378) of COVID-19 on 9 July in the past 18 months. The chief culprit has been the Delta variant.
420 Views
The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
548 Views