Korea Stock Market Monthly Recap #1 - (April 2016)
This is the first Korea Stock Market Monthly Recap, which we will attempt to publish on a monthly basis. The purpose our monthly recap are as...
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How Korea National Pension Fund Is Exerting Pressure on Companies to Raise Dividends
Korea National Pension Fund (KNPF), the third largest pension fund in the world, has been exerting more pressure on Korean companies to raise their...
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KRX Foreign Holding Weekly (Apr 3rd): Samsung Electronics, SK Hynix, HD HYUNDAI HEAVY INDUSTRIES
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, HD HYUNDAI HEAVY...
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MS-South Korea Index Earning Revision (Mar): SK Hynix, SKSQUARE, Hyundai Motor, Samsung Electronics
We analyzed MS-South Korea's consensus for Mar 2026 and highlighted changes of EPS in SK Hynix, SKSQUARE, Hyundai Motor, Samsung Electronics,...
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China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
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