The Power of Chinese Daigou on the Korean Cosmetics and Duty-Free Shops
The Chinese daigou has been making a major impact on the Korean cosmetics and duty-free shops sectors in the past several months. The Chinese...
478 Views
Implications of Samsung Lee's Sentence Today
Samsung's Lee Jae-yong was sentenced to 5 years in prison. The court found Lee guilty of most charges made against him, including bribery and...
275 Views
NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
1.6k Views
Why It May Be Dangerous to Short Hotel Shilla At Current Levels
An initial look at Hotel Shilla Co Ltd (008770 KS), which currently trades at 104x P/E (2017) and 32x P/E (2018) based on consensus earnings...
348 Views
China's THAAD Retaliation Is Getting Worse, Not Better
It has been nearly two months since Moon Jae-In has become the new President of South Korea. Prior to Moon Jae-In becoming the president, some...
365 Views