The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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Cafe24 Vs. Shopify - An Excessive Divergence in Prices?
Shopify Inc (SHOP US) has been one of the best-performing stocks in the US stock market with its share price surging more than 190% YTD. A...
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U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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Cafe24: A Compelling E-Commerce Growth Story at Attractive Prices
This report provides an update on Cafe24 Corp (042000 KS), which is the Korean version of Shopify Inc (SHOP US). The total e-commerce transaction...
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