Korea Stock Market Monthly Recap #15 - (June 2017)
Among the sector ETFs in Korea, the best performing sectors in June included securities (up 11.2%), semiconductor (up 9.6%), and banks (up 9.3%)....
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Micron - No Longer a Blowout Quarter but Margin Guidance Is Solid
No longer a blowout quarter but margin guidance is solidIn line with our earlier report "Stronger DRAM Contract Might Offset the Spot Softness for...
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SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
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Toshiba Memory - The INCJ Bid and Why Structure Matters
As suggested six weeks ago in Toshiba Memory Sale - Player Scorecard, the INCJ/DBJ/then-KKR bid was about the perfect combo to solve Toshiba's...
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Toshiba Demotion from TSE1 to TSE2; TOPIX Exclusion Jul31 Close
On Friday, Toshiba Corp (6502 JP) officially applied for an extension to file its Annual Securities Report (yukashoken hokokusho (aka 'yuho' or...
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