Confessions of an Independent Research Analyst
This is a follow-up to my report Independent Research in Asia 2.0. I borrowed the title from a memorable book called Confessions of an Economic...
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India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
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Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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Complications of Chey Tae-Won's Potential Divorce & SK Group's Furious Pace of M&As & Restructurings
This report is broken down into two parts. First, we discuss the ramifications of SK Group Chairman Chey Tae-Won seeking a divorce from his wife....
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Loading up in Korean Stocks
We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi...
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