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,...
720 Views
SK Holdings Short Idea on Asiana Airlines
There is a growing speculation that SK Holdings, not SKT, is preparing for Asiana takeover. The story is SK E&C's recent CGH block deals (3.3%...
545 Views
More Factual View on Aekyung/GS Partnership for Asiana
Aekyung was the only chaebol who publicly showed interest in Asiana. Now it looks like we have another chaebol chasing after Asiana. According to...
663 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...
545 Views
Hanjin Kal, KCGI, Delta... & ASIANA: Current Status Checkup
Last Friday, we heard from the local news outlet "The Bell" that both KCGI and Hanjin had considered making a takoever bid for Asiana. Here is the...
614 Views