NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
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Mitsui Engineering Targets Natural Gas Hydrate as Japanese Shipbuilders Restructure
We wrote on Mitsui Engineering & Shipbuilding (7003 JP) on 14 Feb noting the very high level of its holding company discount, likely due to...
777 Views
Samsung Restructuring Update - Newly Emerging Scenario & Regulatory Pushes
Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are...
366 Views
Hyundai Robotics Valuation Debate - Investment Guide for May 10
My proposed valuation for Hyundai Robotics is ₩3.47tril with 71.8% upside potential from the price on the last trading day. I feel that this is...
477 Views
Why Is Trump Demanding US$1 Billion for THAAD from South Korean Government?
On Friday April 28th, it was reported that the US President Trump demanded US$1 billion in payment from the South Korean government for installing...
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