Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
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Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...
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Zeus (079370 KS) "The Other Two Things to Keep an Eye On"
After company visit to Zeus Co Ltd (079370 KS), we feel the company offers three positives and three negatives, in our view.Positives: (1) Highly...
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Toshiba: Gauging the Upside Potential
Toshiba Corp (6502 JP)'s announced JPY700bn buyback plan has refocused attention on the stock and created a near-term catalyst. While the move...
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Global Semiconductor Sales Increase 20% YoY in April, 2018 Forecast Revised Upwards
The Semiconductor Industry Association (SIA) recently announced that worldwide sales of semiconductors reached $37.6 billion for the month of April...
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