South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
430 Views
Hyundai Mobis Share Buyback: Execution Detail & Trade Idea
Mobis began to buy back starting yesterday. Target is 1.3M shares. This represents 1.36% of SO. At last close, this amounts to ₩337bil. Of this...
443 Views
HMG Restructuring: New FTC Head, Union Wage Deal & Autoever Block Deals
Several 'real' indications are emerging that HMG restructuring is really around the corner. The new FTC head Cho Sung-wook is saying that her top...
464 Views
Labor Unions' Negative Impact on Samsung Electronics & POSCO
A pivotal year in the formation of labor unions in South Korea was in 2018. This is because numerous high-profile companies including Samsung...
494 Views
HMG Restructuring Speculation: HMG Ordered Mobis/Glovis to Put Major Projects on Hold
The HMG restructuring speculation is widely spreading in Korea. This isn't only market speculation. Some of Korea's established news outlets are...
456 Views