Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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HMG Restructuring: New FTC Head, Union Wage Deal & Autoever Block Deals
Several 'real' indications are emerging that HMG restructuring is really around the corner. The new FTC head Cho Sung-wook is saying that her top...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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Korea Short Interest - Numb3rs & Ch@rts
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 23 August.Current...
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Ronn Motor IPO: We May Have Found the One Company More “Optimistic” Than WeWork
RONN Motor Group Inc (RONN US) (RMG), yet another optimistic US new energy vehicle (NEV) company, filed for an IPO this month, hoping to raise a...
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