Dalgona Coffee - The Hottest Drink in Korea Right Now
Dalgona coffee is the hottest drink in Korea right now. It has also become an international Internet sensation. One of the key beneficiaries of the...
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Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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More Factual View on Aekyung/GS Partnership for Asiana
Aekyung was the only chaebol who publicly showed interest in Asiana. Now it looks like we have another chaebol chasing after Asiana. According to...
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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: Who Will Buy Woongjin Coway? (SK Networks, GS Retail, or KKR?)
It was reported in several local Korean media today that Sk Networks (001740 KS), Gs Retail (007070 KS), and KKR are interested in bidding...
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