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Macquarie Korea Infra Fund (088980 KS)
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Analysis
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South Korea
Macquarie Korea Infrastructure Fund invests in infrastructure assets in Korea and delivers returns to the shareholders. The investment assets include toll-roads, tunnels, subway, marine terminal port, and bridges.
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bullish
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Thematic (Sector/Industry)
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10 Jun 2019 13:44
A List of 10 Korean Companies Targeted by Local Asset Mgmt Firms for Improving Shareholder Value
In this report, we provide a list of 10 Korean companies that have been targeted by the local asset management companies for improving shareholder...
Douglas Kim
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979 Views
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bearish
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Thematic (Sector/Industry)
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29 Dec 2018 07:33
Korea Stock Market Monthly Recap #31 (December 2018)
Korean stock market declined again in December. KOSPI was down 2.7% in December and completed 2018 with a decline of 18% this year. Investors...
Douglas Kim
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1.1k Views
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bullish
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Thematic (Sector/Industry)
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08 Dec 2018 08:01
Top Seven Korean Stocks for Corporate Activists in 2019
In 2018, we started to see a pick-up in corporate activism in Korea as evidenced by several high-profile cases including the Hyundai Motor Group...
Douglas Kim
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827 Views
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bullish
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Thematic (Sector/Industry)
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30 Sep 2018 20:08
Korea Stock Market Monthly Recap #29 (September 2018)
KOSPI was up 0.9% in September but there were some big winners including the telecom sector (as the top three telcos were up on average 9.4% in...
Douglas Kim
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528 Views
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bullish
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Thematic (Sector/Industry)
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30 Jun 2018 18:40
Korea Stock Market Monthly Recap #26 (June 2018)
"Sell in May and Go Away" continued its trend in the Korea Stock Market in June. Since end of April, KOSPI is down 7.5% in terms of Won and it is...
Douglas Kim
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331 Views
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