LG Corp Holdco/Synthetic Sub: Classic Arb Opening with Holdco Currently At -3σ
LG Holdco (LG Corp) is currently at -3.2σ on a 20D MA to the synthetic sub. This should be a classic arb trade opening. It is made up of the 4...
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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...
601 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
882 Views
Trump Pressures the Korean Government to Ban Huawei in Korea - The Biggest Gray Rhino Event of 2019?
The Huawei crisis has finally erupted in Korea. The Huawei crisis will now likely be one of the most important events facing the Korean economy in...
760 Views
This Week in Blockchain & Cryptos: Revisiting LINE's Crypto Plans
LINE Corp (3938 JP) is one of the top Japanese names in our "Watchlist" of listed companies in Japan and South Korea that are adopting blockchain...
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