Top 10 Korean Stock Picks Bi-Weekly (17 February 2025)
The top 10 stock picks (bi-weekly) include Hyundai G.F. Holding, Binggrae, Cheil Worldwide, Hana Tour, Samsung Electronics (pref), Samsung E&A,...
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Monthly Air Cargo Tracker | Inaugural Edition | Low Cargo Load Factors and Moderating Demand Growth
Air cargo demand growth appears to be moderating, and most carriers reported low (sub-70%) load factors in December. In short, we see few signs of...
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Top 10 Korean Stock Picks Bi-Weekly (3 February 2025)
We provide the top 10 stocks picks in the Korean stock market for the two weeks starting 3 February. Our top 10 Korean stock picks from 17 to 31...
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Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
Our review of Asian air cargo data aims to uncover investment ideas and potentially provide "read-throughs" to adjacent segments. In the November...
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Korean Air Spearheading the Korean Airline Industry Consolidation
Nearly four years have passed since Korean Air first proposed a merger with Asiana Airlines in November 2020. Despite repeated delays, it appears...
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