Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
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Orion Corp - The Fat Pitch for Value Investors (Part II)
Orion Corp has been one of the consistent leaders in new product innovations of snack foods in Korea. In 2H16, it introduced Matcha green tea...
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Orion Corp - The Fat Pitch for Value Investors (Part I)
The fat pitch is here for Orion Corp (001800 KS). Take note value investors and Warren Buffett disciples! Orion Corp is one of the biggest...
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Korea Stock Market Monthly Recap #9 - (December 2016)
The economic hope post Trump win continued to play out in the global equity markets in December. Dow Jones Industrial Average was up 3.3% and...
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