Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views
No More Defensive Play, Let's Assess SK Telecom from Business Fundamentals
Remember the last time SK Telecom (017670 KS) (and Korea's two other telcos) took center stage in Korean stock market about 3 years ago? We were...
244 Views
Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
1.3k Views
Update on the Put Back Option Clause for IPOs in the Korea Stock Market
This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...
394 Views
The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
287 Views