Smartkarma Webinar | Corporate Governance in South Korea
In this upcoming Smartkarma Webinar, Yeaseul Lim will discuss recent developments on the corporate governance front in South Korea, including...
579 Views
Hanwha Solution (Hanwha Chemical): Misalignment of Interests, Wealth Transfer, and Ongoing Risks
On January 6, 2020, Hanwha Chemical (009830 KS) finalized a merger of its wholly-owned subsidiary (Hanwha Q Cells & Advanced Materials) into...
809 Views
Korea Shorts Data Analysis (#3): LG H&H, Amorepacific, KMW, Hotel Shilla, & DSINFRA
This is our third edition of the Korea Shorts Data Analysis. We broke down the Korean shorts data analysis that are available on KRX (data as of...
489 Views
Hyundai Energy Solutions IPO Valuation Analysis
Our base case valuation - Jinko Solar shares are currently trading at 10.7x P/E (2018) and 6.2x P/E (2019E). If we use a 10.7x P/E for Hyundai...
463 Views
The Week That Was in NorthAsia@Smartkarma: Yahoo Japan, NK's Doi Moi, Suzuki, & SamE Stake
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Altaba and Yahoo JapanTravis Lundy discusses about...
217 Views