The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
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Top 50 Beaten-Down THAAD Related Stocks That Are Recovering (Part 2) - Buy on Rumor, Sell on News?
About a month ago, we provided a list of 50 stocks in Korea in our note, Comprehensive List of Top 50 Beaten-Down THAAD Related Stocks That Are...
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Korea Stock Market Monthly Recap #20 (November 2017)
In November, there was continued sector rotation in Korea, with investors selling some of the market leading IT names and buying healthcare, media...
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21 Things Worth Knowing (#10)
In Today's IssueA Corruption convention, chicken nuggets, rampant growth of corporate market power, Turkish airport passenger growth, reducing...
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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....
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