Two Notable Changes in National Pension Service of Korea: Activism Guideline and Delegation of Votes
Last January, National Pension Service (NPS) of Korea, the world's third-largest pension fund, finally announced detailed guidelines of stewardship...
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Tae Young E&C Demerger Summary
Tae Young E&C finally announced a demerger for a holding company transformation, which one of the local activist funds named Must Investment...
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Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q3 2019
Reduced List, but significant all the same OurQ2-2019 Small-Mid Cap High-Risk list of stocks (Screening the Silkroad: Small-Mid Cap High-Risk...
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Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q2 2019
The risk remains apparent - but list reduced in number over Q2 Q1-2019 Small-Mid Cap High-Risk list of stocks ( Screening the Silkroad: Small-Mid...
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Summary of SK Chemicals' Holdco/​Opco Demerger
In this piece, I summarized Sk Chemicals Co Ltd (006120 KS)'s regulatory filing for demerger into holdo and opco. I also touched on SK Chemicals'...
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