John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
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Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
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SK Telecom-Socar-KEPCO Vs. KT-Tesla-POSCO ICT In Korea's Connected Car Market
SK Holdings (034730) acquired 20% stakes in Socar (Korea’s largest car sharing company) for ₩59bil last November, and yesterday Korea’s largest...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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KT Skylife's Potential for Re-Rating: Ironic Situation Surrounding UHD Growth
We need to be honest with KT Skylife’s current situation.I have no intention to play down its subscriber growth achievement in 2Q16. Its total net...
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