Korean Holdcos: Closer to A Mandatory Increase in Ownership Stakes of Affiliates in 2H18
It has been more than a year since the start of the Moon Jae-In administration and there has been a lot of discussions about changing the...
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A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
1.4k Views
Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
315 Views
3D NAND Oversupply Expected to Correct Itself By Year End?
3D NAND is the latest development in NAND flash after 2D NAND faced roadblocks from downsizing issues and current leakages. The transition to the...
192 Views
Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
484 Views