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Hotel Shilla (008770 KS)
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242
Analysis
Consumer Discretionary
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South Korea
Hotel Shilla Co.,Ltd operates and manages hotels in Seoul and Jeju. The Company also operates duty free shops, bakeries, restaurants, and catering and laundry service businesses.
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bearish
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Thematic (Sector/Industry)
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25 Aug 2023 03:39
Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants
In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined.
Douglas Kim
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606 Views
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bullish
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Cross Asset Strategy
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08 Nov 2022 02:33
China's Zero COVID Policy: Confusions Remain on Exact Reopening Timeline - Impact on Korean Stocks
As a result of news of China potentially reopening its economy with reduced COVID restrictions sometime in 2023, the major reopening plays in Korea...
Douglas Kim
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248 Views
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bearish
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Cross Asset Strategy
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10 Jul 2022 15:55
Korean Prefs Vs Common: Closing the Gaps on Select Stocks
We discuss two positive factors pushing greater demand for Korean preference stocks (value & new government) offset by one major negative factor...
Douglas Kim
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619 Views
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bullish
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Thematic (Sector/Industry)
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17 Mar 2022 07:58
A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries
We discuss the recent COVID-19 stats including cases, deaths, and recovery/death rates in major Asian countries. More countries are treating COVID...
Douglas Kim
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503 Views
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bearish
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Cross Asset Strategy
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11 Jul 2021 15:47
Highest Daily Cases of COVID-19 in Korea Driven by the Delta Variant - Impact on the Stock Market
South Korea recorded the highest daily cases (1,378) of COVID-19 on 9 July in the past 18 months. The chief culprit has been the Delta variant.
Douglas Kim
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420 Views
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