Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
431 Views
HDC Holdings (012630): Tender Offer Event Summary
We have another major tender event in Korea. HDC Holdings (012630 KS) targets a total 13,181,466 Hyundai Dev Co (294870 KS) shares (30% of the...
630 Views
Updates on Korea's Chaebol Reforms - Proposed Revisions of the Fair Trade Act Were Specified
On 6 July 2018, a public hearing on proposed revisions of the Fair Trade Act was held. In my earlier insight Korean Conglomerates Likely to Embark...
541 Views
한국의 재벌개혁, 다음 단계로 돌입
지난 6월 13일, 대한민국에서는 지방자치단체의 장과 구성원을 뽑는 지방선거와 현재 비어있는 국회의원 의석을 채우기 위한 재보궐선거, 두 개의 선거가 열렸다. 여당인 더불어민주당(이하 더민주)이 두 선거에서 모두 압승함에 따라 이번 정부의 정책 방향에 힘이 실릴...
530 Views
Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
476 Views