China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups
We are playing any surprise bounce via Shanghai A 50 futures and the HSCE.RIO tactical bounce trade presented.Duration defensive long set ups...
619 Views
Smartkarma’s Week That Was in JP/KR: Softbank, Nissan, & A Star Is Born in 2018 Rewind to 1937
The year is winding down and there are only three weeks left in 2018. The sentiment on the global stock markets has been turning down rapidly in...
499 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
Last Week in Event SPACE: Takeda, Delta, Nikkei 225, First Pac, Renault, Hyundai Heavy, Benefit One,
Last Week in Event SPACE ... There is more trading opportunity in the Takeda Pharmaceutical (4502 JP) shares on timing and directionality than...
614 Views
SK Holdco Trade: Initiate Long Position on Higher Dividends
Revised values of Holdco's unlisted holdings put Holdco discount at 48.95% to GAV and 34.87% to NAV. Given that Korea's average holdco discount is...
730 Views