Three Scenarios of Hyundai Motor Restructuring - Including the Latest One Raised by GS
As I have repeatedly said in my previous insights, Hyundai Motor Group is strongly motivated to make a restructuring move soon. Of course, it has...
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Korea Macro Breakout and Stocks to Buy Now
Chartonics focus Tuesday 21 March 2017Korea macro breakoutWe wanted to follow through on our call that Korea was indeed breaking out of a major...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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