All Roads Lead to Samsung C&T
The margin of safety in Samsung C&T Corp (028260 KS) has become a lot more attractive versus one or two years ago. In this report, we...
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EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
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Samsung SDS Fallout and Short Prospects
Outside of being long favored stocks in Korea (SEC and SK Hynix and more recently Hyundai Mobis) and short the Kospi, we have been looking for high...
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Facebook, Cambridge Analytica, & Blockchain - Who Owns the Data?
Nearly $45 billion dollars worth of market cap has been shaved from Facebook Inc A (FB US) since the Cambridge Analytica data scandal. This is more...
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2018 Korea M&A Preview: What's For Sale?
We highlight 25 Korean companies that are seeking to find new owners through M&A in 2018. Key sectors of M&A in Korea in 2018...
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