Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

Asian Equities: Model Portfolio Outperformed Sharply; Less China Consumption, More Korea Defence

Asian Equities: Strong Step-Up in Earnings Environment. 24 Market-Sectors Show Robust EPS Upgrades

Asian Equities: A Correction, Not a Bear Market; Rates Still Falling and Earnings Are Catching Up

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<ul>
<li>Change in local limit is a positive for <a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a> </li>
<li>Those in the local markets had to play <a href="https://www.smartkarma.com/entities/sk-square-co-ltd" target="_blank" data-smartkarma-citation="entities:35264:1" rel="noopener">SK Square (402340 KS)</a> before</li>
<li>The risk is that over 1/3 of KOSPI 200 is now reliant on 2 names</li>
</ul>


Change in local limit is a positive for SK Hynix (000660 KS) 
Those in the local markets had to play SK Square (402340 KS) before
The risk is that over 1/3 of KOSPI 200 is now reliant on 2 names


Samsung Electronics Pref Shares (005935 KS)

Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX EQUITY)

SK Hynix Should Continue to Benefit from Local Flow.