Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI &Â Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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Korea Stock Market Monthly Recap #24 (April 2018)
April 2018 will be remembered as one of the most memorable period in the history of the two Koreas, as Moon Jae-In and Kim Jong-Un met in their...
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The "H-Economic Belt" Of the Two Koreas
The two biggest stories in the Korean economy and stock market in the past several weeks have been the thawing of the relationship between the...
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The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
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The Grey Rhinos Are Coming - Which Ones to Short in the Korean Construction Sector?
This is a follow-up report to our previous note Impact of the New 8.2 Real Estate Regulations in Korea - Watch Out for the Grey Rhino! The new real...
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