Global Consumer Thinker#1: Korea Cosmetics
Global Consumer Thinker #1 features Korea Cosmetics.The high-growth era of the sector seems to have lost its glamour for the next 1-2 years until...
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Korea Macro Breakout and Stocks to Buy Now
Chartonics focus Tuesday 21 March 2017Korea macro breakoutWe wanted to follow through on our call that Korea was indeed breaking out of a major...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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Update on the Put Back Option Clause for IPOs in the Korea Stock Market
This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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