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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Korea M&A Spotlight: Who Will Buy Woongjin Coway? (SK Networks, GS Retail, or KKR?)
It was reported in several local Korean media today that Sk Networks (001740 KS), Gs Retail (007070 KS), and KKR are interested in bidding...
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SK Networks Acquires a 42.24% Stake of AJ Rent A Car For ₩300bil - May Benefit Coway
Sk Networks (001740 KS) made it official that it acquired Aj Rent A Car (068400 KS). SK Networks acquired a total 9,353,660 shares (42.24%)...
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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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