South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
794 Views
Asia Short Interest - Scary Charts for Friday the 13th
In keeping with the day of the week and date, we look at some charts of short interest and price for stocks from Korea, Taiwan and Hong Kong.These...
877 Views
Korea Telcos Struggle as Competitive Intensity Rises. 5G Not an Opportunity (Yet).
In the last set of results from the Korean operators (2Q19), we can now see the impact 5G is having on the market. It is not positive! Only 2% of...
551 Views
Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q3 2019
Reduced List, but significant all the same OurQ2-2019 Small-Mid Cap High-Risk list of stocks (Screening the Silkroad: Small-Mid Cap High-Risk...
523 Views
Labor Unions' Negative Impact on Samsung Electronics & POSCO
A pivotal year in the formation of labor unions in South Korea was in 2018. This is because numerous high-profile companies including Samsung...
649 Views