Internet (Overweight/Maintain)Momentum set to pick up in 2026
Indeed, despite downward pressure on query volume, Google’s aggregate user time has increased sharply, with YoY growth exceeding 10% since June and...
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Alpha Generating Trading Strategy of KOSDAQ150 Deletions & Additions in June 2022
An alpha generating trading strategy would be to focus on companies with higher probability of getting deleted in the next round of KOSDAQ...
500 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
626 Views
Review of Our IPO Research in 2018 & Change in Our IPO Research Process for 2019
In this report, we review our IPO investment research in 2018, including the performance of our calls and how we plan to change our process of...
838 Views
Korean IPOs - Evidence-Based Analysis & The Whiplash Effect
In this report, we provide evidence-based analysis of using key criteria such as the IPO price determined at high/low end of the IPO price range...
350 Views