Last Week in Event SPACE: Capitaland, Languang Justbon, Fast Retailing, Crown Resorts, Adani Power
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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SK Telecom's CEO Confirms A Major Corporate Governance Reorganization Will Be Completed in 2021
We believe there is a 95%+ probability that SK Telecom announces a major corporate reorganization plan sometime in April/May this year, which...
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KT Corp - Increasing Value Amid Digital Transformation
In this insight, we argue the key investment merits of KT Corp and why it could outperform the market in the next one to two years.
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EM Telcos: MSCI Exclusions Force Exodus from Sector
Telcos exposure among active Emerging Market funds is in free fall. Average holding weights stand at 1.70% and a record low of just 65.1% of funds...
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Shinsegae Group's Stock Swap With Naver & Entrance of SKT to Buy Ebay Korea
In this insight, we discuss the impact of the Shinsegae Group companies conducting stock swaps with Naver. We also discuss the impact of SK Telecom...
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