Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
461 Views
KRX Foreign Holding Weekly (May 15th): Samsung Electronics, SK Hynix, Mobis, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Hyundai...
141 Views
Hyundai Mobis and KT&G Basing/Rally Prospects with Good Risk Points
Korea appears to be turning the corner with our bullish SK Hynix and SEC baton passing that shores up support for the KOSPI with increasing odds...
230 Views
Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
1.3k Views
Global Consumer Thinker#2: Korea Cosmetics Part II
Global Consumer Thinker #1-#3 features Korea Cosmetics in three parts.Part I: How long-term fundamentals are evolving.Part II: Is China growth a...
590 Views