KRX Foreign Holding Weekly (May 8th): Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Samsung Elec (PREF),...
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2018 Korea M&A Preview: What's For Sale?
We highlight 25 Korean companies that are seeking to find new owners through M&A in 2018. Key sectors of M&A in Korea in 2018...
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Year-End Dividend Arbitrage - 5 High Conviction Stocks in KOSPI
Don't forget that this year's ex-dividend date for the Korean companies whose fiscal year ends Dec 31 is Dec 27. This means you have to own (or...
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Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
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Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
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