Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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SK Group Now Has a Close Tie with Alibaba and Softbank - Important Implications You Should Know
Very interestingly, SK Group seems to have some important new friends. In the past two years, SK Group has conducted several interesting...
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Sell SK Planet (11st St.) And Buy LGE's Mobile Handset Division? Implications for SK Restructuring
Is SK Group really interested in the long-term survival of SK Planet (the operator of 11st Street)?Well, SK Planet got KRW500b from IMM Private...
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What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
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Samsung Still Keeps an Eye on Korea's Medicare Privatization for Samsung Life and SDS
Proper understanding of SDS DilemmaFirst and Foremost, what we have to remind ourselves is this very important fact: Vice Chairman Lee and his two...
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