Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Bioepis Details Don't Support the Valuation
We are following up on our previous post on the proposed listing of Samsung BioLogics US$9 Billion Valuation Is Rarefied Air in response to...
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Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
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Alpha Generation & Share Buybacks in Korea
Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27...
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Another Payer Speaks Cautiously
Leading U.S. pharmacy benefits manager Express Scripts (ESRX US) held a conference call today to discuss its Q2: 2016 results. The company is the...
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