Korea Stock Market Monthly Recap #37 (June 2019)
June was an action packed month with KOSPI recovering by more than 4%. Trump will be meeting numerous top Korean chaebol leaders including...
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A Pair Trade Idea Between SM Entertainment & YG Entertainment (Aka "The Drugstore")
In this report, we provide an analysis of our pair trade idea between S.M.Entertainment Co (041510 KS) and Yg Entertainment (122870 KS). Our...
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A List of 10 Korean Companies Targeted by Local Asset Mgmt Firms for Improving Shareholder Value
In this report, we provide a list of 10 Korean companies that have been targeted by the local asset management companies for improving shareholder...
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KB Asset Management Goes "Activist" On SM Entertainment
On Wednesday June 5th, KB Asset Management officially announced that it is going "activist" onĀ S.M.Entertainment Co (041510 KS).Ā On May 29th, there...
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Cafe24: A Compelling E-Commerce Growth Story at Attractive Prices
This report provides an update onĀ Cafe24 Corp (042000 KS), which is the Korean version ofĀ Shopify Inc (SHOP US).Ā The total e-commerce transaction...
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