Korea Stock Market Monthly Recap #11 - (February 2017)
Food for Thought - Is the major underperformance of semiconductor related stocks in Korea in February a short term blip or start of a major...
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Korean Telcos Show Good Cash Flow Growth and Rising Shareholder Returns. A Rare Thing Indeed.
Korean operators delivered stable 4Q16 results that continue to signal a benign competitive landscape supportive of OpFCF generation and improved...
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Glance at Where Korean Telcos Are With Connected/Autonomous Car
Apparently, KT and LGU+ haver had a good year in 2016. SKT didn’t have a bad year either. But I’m still concerned about their growth prospect....
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Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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Korean Telcos: Free Cash Flow Stability. KT Now Our Preferred Pick
Recent results from the Korean telcos show a continued pattern of a very benign operating and competitive environment with mid-single digit EBITDA...
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