Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies
In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.
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Korea Stock Market Monthly Recap #38 (July 2019)
Starting August, we are increasing the cash portion of our model portfolio to 50%, up from 40% in July to become more defensive in our model...
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Sector Capsule: Luxury Hotels (5-Star Plus) In South Korea
Luxury hotels (5-star plus) records a retail sales decline of 2% to KRW593.0 billion in 2017 Marketing strategies targeting domestic consumers are...
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The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research
JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be...
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Alpha Generation from Share Buybacks in Korea (August - November 2017)
In this report, we have identified more than 40 stocks in the Korean stock market that have announced share buyback programs in the past four...
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