The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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Daewoo E&C - Downside Risks Ahead (Part 1)
We believe that Daewoo Engineering & Constr (047040 KS) is exposed to further downside risks in the coming months. Despite the company's...
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Korean Construction Stocks Are in Trouble Post Trump Win
We believe that with Trump as the next US President, there will likely be many casualties in the Korean stock market. We believe that going...
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Starfield Hanam - First Visit to the Biggest Shopping Mall in Korea
The Kim family visited Starfield Hanam, the largest shopping mall in Korea, this past Sunday. Starfield Hanam, which is jointly owned by Shinsegae...
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Who Is Most Likely to Win a License for Duty Free Shop in Seoul?
Duty free shop is a big business in Korea. We estimate duty free shops sales in Korea to increase 24% YoY to 11.4 trillion won in 2016. The Korean...
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