Value Partners Goes "Activist" On AtlasBX
Value Partners Asset Management is a boutique investment management company in Korea that started to "go activist" on Atlasbx Co Ltd (023890 KS) to...
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Hankook Tire: The Cheapest and Most Profitable Global Tire Company with Multiple Catalysts (Part 1)
Hankook Tire (“HKT”) is one of the few truly “global champion” companies in Korea, alongside Samsung Electronics and Hyundai Motors with strong...
395 Views
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...
605 Views
Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
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Indonesia - Rising Bad Loans Not as Dire as Some Make Out
For sure NPLs are up in 1Q16 for Indonesia’s banks. But we are sanguine about the outlook for these banks, which rank well on most every measure in...
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