Why Is the Moon Administration So Anti-Samsung?
It has been more than a year since Moon Jae-In has become the President of South Korea. Since this period, it has been becoming more apparent that...
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Is It 'Winner Take All' for China Lodging Group Vs. GreenTree Hospitality Group?
With market capitalization of just US$1.66 bn, a limited free float, andĀ scant daily liquidity, we believeĀ Greentree Hospitality Group (GHG US)...
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China Allows Group Tours from Wuhan to Korea
It was reported in numerous Korean media outlets after the market close today that the Chinese government announced that it will allow groupĀ tours...
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Hotel Shilla Preferred Shares - Time to Play Catch Up; Excellent Value for the Turtles
We believe that Hotel Shilla preferred (008775 KS) shares provide an excellent value right now. In the past one year,Ā Hotel Shilla preferred...
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The Week That Was in NorthAsia@Smartkarma: JDI, Japan Banks, Blockchain, & TOPIX
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Refreshed thesis on JDI Mio Kato, CFA visited JDI and...
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