EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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Complications of Chey Tae-Won's Potential Divorce & SK Group's Furious Pace of M&As & Restructurings
This report is broken down into two parts. First, we discuss the ramifications of SK Group Chairman Chey Tae-Won seeking a divorce from his wife....
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Korean Stock Market Trade Pattern Analysis for Oct 16-20
We have a very interesting trade pattern last week. Local institutions continued to have their selling mood as they have net sold ₩783.7bil worth...
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Last Week in Event SPACE – SK Holdings, Sharp, Bharti, Rusal
This week, SK Holdings Co Ltd (034730 KS)'s unexpected bond issuance adumbrates SK Group's restructuring; Sharp Corp (6753 JP) could get squeezy...
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Government May Regulate Korean Holding Companies' Brand Royalty Revenues
It was reported in the Korean media today that the government may regulate the Korean holding companies' brand royalty revenues. Currently, one of...
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