Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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SK Telecom in Talks with China Minsheng on KRW1.3t Equity Investment for 11st Street
SK Telecom's Internet platform subsidiary SK Platform is said to be in talks with China Minsheng Investment Group to determine the level of equity...
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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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Korean Wireless: Some Improvement Shown in 1Q16
When we last wrote about the Korean telecom market our concerns were encapsulated in the title: Korean Wireless: More Pain, No Gain . Move forward...
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