Toshiba, Hynix and SK Restructuring
Nikkei Asian Review today published an interesting article about Toshiba deal involving SK Hynix. Nikkei's arguments in this particular article are...
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Foreign Investors Are Selling But Korea's Big Retail Investors Are Buying NCsoft, Why?
Apparently, quite a large number of investors are making their move to switch to NCsoft Corp (036570 KS) from Netmarble Games Corporation (251270...
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SK's Mindset Toward Toshiba Deal - Difficult Equation To Solve But No Need to Worry Yet
Several sources are saying that SK Hynix Inc (000660 KS) made a US$9bil (₩10tril) bid through a consortium with an unidentified Japanese FI for...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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