Korean & Taiwanese Governments May Restrict the Use of Huawei Telecom Equipment Products
It was announced on February 7th that the South Korean National Assembly will start to discuss the threats that Huawei's products may pose on the...
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LG Corp Holdco/Synthetic Sub Trade: Current Status & Trade Approach
LG Corp's 4 listed major subs take up 90% of its holdings. This makes these 4 subs a suitable candidate for a synthetic sub. I synthesize them...
401 Views
The War on Huawei, Its Impact on TSMC, and the Invincible Spanish Armada
Huawei is one of the largest telecom equipment companies in the world and it is also one of the top customers of Taiwan Semiconductor Manufacturing...
455 Views
LG Uplus: Two Key Catalysts in 2019 (5G Roll-Out & Potential Acquisition of CJ Hellovision)
LG Uplus Corp (032640 KS) was a clear market winner in 2018 as the stock was up 26% last year versus KOSPI which was down 17%. We think that LG...
668 Views
Duzonbizon: Capitalizing on the Growth of Cloud Based CRM Software in Korea
Duzonbizon (012510 KS) (also spelled "Douzonbizon"), is a leading beneficiary of the expanding cloud based CRM software market in Korea. The Korean...
713 Views