Hotel Shilla Preferred Shares - Time to Play Catch Up; Excellent Value for the Turtles
We believe that Hotel Shilla preferred (008775 KS) shares provide an excellent value right now. In the past one year, Hotel Shilla preferred...
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BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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Korean Pref Shares: Closing the Gap [2] - 1Q18 Review
This report is a review of the major Korean preferred shares in 1Q18. Investing in the Korean pref shares is for the turtles, not the rabbits. In...
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AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK)Â on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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