Interpreting LG Group Koo's Message: Selling Mobile Handset Business? and To Who?
Issue: Last week LG Group Chairman Koo Bon-moo said in a meeting with the management of the group’s affiliates that LG Group should proceed with...
302 Views
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
399 Views
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
315 Views
Share Buybacks in Korea - Top 9 Insights
In this report, we highlight 39 companies that have announced share buybacks in the past three months (Dec 2015 - Feb 2016) in Korea. We provide...
387 Views
LG's G5, Is This a Signal for New Kind of Future Partnership with Google?
I honestly do not know why LG came up with this modular type smartphone strategy. On one hand, this is quite innovative. Surely, this is something...
301 Views