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...
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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...
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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...
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Government May Regulate Korean Holding Companies' Brand Royalty Revenues
It was reported in the Korean media today that the government may regulate the Korean holding companies' brand royalty revenues. Currently, one of...
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Correlation Between SK Holdings' â‚©300bil Bond Issuance & SK Siltron TRS Deals
What should we make of SK Holdings Co Ltd (034730 KS)'s latest ₩300bil bond issuance? Below is the regulatory filing submitted by SK Holdings for...
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