Disruptive T-Commerce Leader in Korea
Kthitel Co Ltd (KTH) is the forefront leader of disruptive T-commerce service in Korea. We expect T-commerce market in Korea to jump from 79...
274 Views
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.2k Views
Korean Wireless: More Pain, No Gain
The Korean wireless market remains a tough place to do business. The sector has a history of government interference coupled with bouts of almost...
178 Views
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
806 Views
Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
234 Views