Primer: Aekyung Co Ltd (AEKYNGZ KS) - Aug 2026
Aekyung Industrial is undergoing a strategic transformation, pivoting towards the higher-growth cosmetics sector with a focus on global...
88 Views
China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
674 Views
Korea - Deepening Woes
Don’t be fooled by the strength of Korea’s labour market. It is a mirage created by the government. The Korean economy is headed only one way,...
759 Views
Putting The Strong Dollar In Perspective
The strength of the US dollar is a concern that is unlikely to go away any time soon. Understandably. Global US dollar purchasing power has been...
914 Views
Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
612 Views