Reflection of Our Calls on Korea IPOs - Year of the Rooster
The Year of the Rooster (2017) is winding down. It is time for some reflection. In this report, we review the investment calls we made on the...
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The Week That Was in NorthAsia@Smartkarma: Toyota Chairman's EV Warnings, Memory Cycle, and Pinkfong
JAPANTOYOTA - Noriaki Hirakata, CFA provided an interesting insight in his report, The Messages from the Chairman of Toyota. Uchiyamada-san, the...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Subaru, & Jin Air
There were nearly 30 notes on Japanese and Korean companies in the past week. The following are the highlights of the "must-see" reports on these...
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Korean Air: A Major Rights Offering Capital Raise Likely In Next 1-2 Years
We believe a major rights offering capital raise is likely for Korean Air in the next 1-2 years. On 25 August, Korean Air announced a 70 trillion...
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KOSPI Size Indices: Passive Flows for Many Active Changes
There could be 49 migrations for the KOSPI Size Indices in Sep. Among new listings, there could be 1 LargeCap add and 3 MidCap adds. There are...
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