Korean Value Stocks Portfolio Quarterly #2 (1Q 2020) & Thoughts of Warren Buffett's 2019 Results
In this report, we highlight some of the most noteworthy value stocks in Korea. Among these 30 stocks, there were 10 stocks that achieved 10% or...
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Shinsegae Group to Acquire Entire Remaining Stake in SSG.com for 1.3 Trillion Won
I am turning Negative on Shinsegae. There are three major reasons. First, I think valuations are unattractive. Second, I think the company is...
135 Views
Key Impact of 2.9% Minimum Wage Hike in Korea for 2020 - Who Are Major Beneficiaries?
This morning, the South Korean government announced the minimum wages effective January 1st, 2020 which will be 8,590 won (US$7.30) (up 2.9% YoY)....
701 Views
The First SRI Mutual Fund Aimed at Investing in Korean Companies that Promote Women
In the past week, Meritz Asset Management launched the "Meritz The Women Fund (ë©”ë¦¬ě¸ ëŤ”ěš°ë¨ĽíŽ€ë“ś)," which is the first SRI Mutual Fund aimed at investing...
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Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
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