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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FTC's Official Rejection: What Now for SKT and CJH? And Implication from Other Angle
Korea’s FTC made its final decision. Now, SKT-CJH deal is officially rejected. The Ministry of Science, ICT and Future Planning also said that it...
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Korea's MVNO Market Analysis
This is an analysis of the MVNO (mobile virtual network operator) market in Korea. The following are the three key highlights we would like to...
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What the IPOs Completed in Korea Stock Exchange in 1H 2016 Reveal....
If you want to outperform the market, perhaps you should take a look at the IPO market in Korea. In the midst of difficult global IPO markets, the...
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Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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