21 Things Worth Knowing (#10)
In Today's IssueA Corruption convention, chicken nuggets, rampant growth of corporate market power, Turkish airport passenger growth, reducing...
317 Views
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....
355 Views
Korea Stock Market Monthly Recap #19 - (October 2017)
In October, there was a massive rotation into the consumer sector, and the sector ETF was up 14.4% during the month. Since the last week of...
232 Views
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...
290 Views
What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
526 Views