Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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Hanjin Shipping(117930 KS) - Borrowed Time Comes to an End
“Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a...
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Start of One-Shot Act - The Good, Bad, and the Ugly
The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...
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Close Out the Shorts on Korean Construction Stocks?
The four major construction stocks in Korea Hyundai Engineering & Const, Hyundai Development Co Engg & Cnstn, Gs Engineering &...
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Korean Construction Stocks - Household Debt Is the Achilles Heel
This is a follow-up to the warning on the Korean construction stocks which we issued more than a month ago. Warning on Korean Construction Stocks:...
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