The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
493 Views
Daewoo E&C - Downside Risks Ahead (Part 1)
We believe that Daewoo Engineering & Constr (047040 KS) is exposed to further downside risks in the coming months. Despite the company's...
436 Views
NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
1.7k Views
Korean Construction Stocks Are in Trouble Post Trump Win
We believe that with Trump as the next US President, there will likely be many casualties in the Korean stock market. We believe that going...
419 Views