Korea Stock Market Monthly Recap #18 - (September 2017)
In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...
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SKT & SK Telink Share Swap Deal - Summary & Ramifications
SK Telecom (017670 KS) just announced in a regulatory filing that it will acquire the remaining stake of SK Telink to make it its wholly-owned...
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Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored;  the odds on...
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Regulatory Risks Rising for Korean Telcos
While South Korea is facing heightened geopolitical risk from the North, Korean telecom operators face a threat closer to home - more aggressive...
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Sector Capsule: Wearable Electronics in South Korea
In 2017 smart wearables record retail volume growth of 28% to reach sales of 628,000 units thanks to increasing product diversification and...
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