KRW Likely To Resume Mild Cyclical Weakness In The Near-Term - Hyundai Motor Is Our Pick
KRW tends to follow a cyclical pattern in response to global growth momentum. But trade tensions appear to have disrupted the pattern in Q1 2018....
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US Autos in April: SAAR Still Going Strong but with Looming Headwinds
April light vehicle sales reached 1.35m units, down 18.1% sequentially from 1.65m units in March and down 5% YoY from 1.43m units in April...
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Korea Stock Market Monthly Recap #24 (April 2018)
April 2018 will be remembered as one of the most memorable period in the history of the two Koreas, as Moon Jae-In and Kim Jong-Un met in their...
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The Week That Was In North Asia@Smartkarma: Peace on the Korean Peninsula, Elliott Vs. HMC, & Alpine
The biggest events in North Asia in the past week included the summit between Moon Jae-In and Kim Jong-Un, the battle between Hyundai Motor Group...
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Elliott Vs. Hyundai Battle with Korea FTC's Weird Refereering
It is a bit irony that Kim Sang-jo, head of the Korea FTC and also Korea's most prominent chaebol reformist, is rather bashing Elliott instead of...
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