SK Telecom Stub Valuation: Follow-Up Study
SKT delivered strong 1Q numbers. What's important here is that its key subsidiaries, particularly 11Street and ADT Caps, put up a strong...
747 Views
Korea Stock Market Monthly Recap #35 (April 2019)
The top 10 events impacting the Korean stock market, economy, & politics in April were as follows: TERRIBLE GDP IN 1Q19 SAMSUNG...
649 Views
Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
631 Views
Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
582 Views
Korea M&A Spotlight: SK Hynix to Acquire Magnachip's Foundry Business?
On April 22nd, it was reported that SK Hynix Inc (000660 KS) is interested in acquiring Magnachip's foundry business. In 2017, SK Hynix launched...
589 Views