The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
351 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
735 Views
The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
387 Views
Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
314 Views
2017 IQS Study: Another Evidence of the Decay
Korean brands outperformed at 2017 IQS Study Kia ranks highest in overall initial quality for a second consecutive year.Genesis ranks second...
273 Views