Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
1.1k Views
Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, MicronĀ used their latest earnings report to call closing time on...
1k Views
Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.
The Korean telecom operators reported weak 3Q18 results, with mobile service revenue (MSR) trends deteriorating once again driven by regulation....
574 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ SOUTH KOREA:...
549 Views
SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity
NAV basis,Ā SK Telecom (017670 KS)'s stubĀ is valued atĀ ā©15.4tril assuming a 30% holdings discount. EV/EBIT wise, this is only a 17~18% premium to...
734 Views