Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
255 Views
Correlation Between SK Holdings' ₩300bil Bond Issuance & SK Siltron TRS Deals
What should we make of SK Holdings Co Ltd (034730 KS)'s latest ₩300bil bond issuance? Below is the regulatory filing submitted by SK Holdings for...
211 Views
StubWorld - Set-Up & Unwind Extremes: Pasona, SK Telecom, China Conch, Guoco
This week I briefly look at recent (and ongoing) bifurcations in Pasona Group Inc (2168 JP), SK Telecom (017670 KS), China Conch Venture Holdings...
267 Views
More Data & Signs on the Fate of Korea's Passive Investing Paradigm
Remember that I discussed the NPS' passive investing may come to an end.NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
356 Views