A Monthly on EV Batteries: Intense Competition on Capacity Expansions and Securing Deals
This is our first monthly insight on EV batteries, which focuses mainly on Li-ion batteries, and their development. In this note we take a look at...
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Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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KRX Foreign Holding Weekly (May 29th): Samsung Electronics, SK Hynix, Mobis, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Samsung...
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Smartkarma’s Week That Was in JP/KR: Aruhi, Rakuten-Lyft, Ecopro BM, & English Annual Reports
KOSPI is up 9.4% and Nikkei is up 7.8% YTD. It has been an active first two months of 2019. Many stocks have retraced to the previous resistance...
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Korea Stock Market Monthly Recap #31 (December 2018)
Korean stock market declined again in December. KOSPI was down 2.7% in December and completed 2018 with a decline of 18% this year. Investors...
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