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...
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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...
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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...
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Samsung Restructuring Update - Newly Emerging Scenario & Regulatory Pushes
Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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