Korea Stock Market Monthly Recap #38 (July 2019)
Starting August, we are increasing the cash portion of our model portfolio to 50%, up from 40% in July to become more defensive in our model...
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Korea M&A Spotlight: AB InBev Is Selling OB Beer Business (Buy High & Sell Higher?)
On July 28th, a local Korean business newspaper Hankyung mentioned that Anheuser Busch Inbev Sa/Nv (ABI BB) is putting OB Beer business in South...
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š°š·šÆšµ That Was The Week That Was ā¢ North Asia 22nd-27th July 2019 @Smartkarma
TW3 NORTH ASIA 22-27 JUNESmartkarma's North Asian Insight providers produced 28 new Insights this week, mostly focused on a deluge of 'events' and...
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HiteJinro: Three Key Catalysts - Japanese Beer Boycott, Soju Price Increase, & "Tesla" The Drink
In this report, we discuss key positive catalysts for Hite Jinro (000080 KS) that have been positively impacting its share price, including the the...
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Key Impact of 2.9% Minimum Wage Hike in Korea for 2020 - Who Are Major Beneficiaries?
This morning, the South Korean government announced the minimum wages effective January 1st, 2020 which will be 8,590 won (US$7.30) (up 2.9% YoY)....
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