Weeding Out the Chaff for Portfolio Outperformance in 2017
Investors prefer companies that can consistently grow their sales and profits, at reasonable valuations. In this report, we selected 72 companies...
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Mobile Data to Address Asia Pacific's Digital Divide
Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...
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SK Hynix & Seagate JV - What More Need To Be Done?
SK Hynix was reported to be seeking a partnership (JV) with Seagate. In fact, SK Hynix, in a regulatory filing on Dec 14, confirmed that it is...
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The Foodservice Delivery Gold Standard: Market Drivers and Insights from South Korea
Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced...
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SK Restructuring Update - Gained Confidence About DRAM Biz (Daesung Industrial Gases Buyout Part 2)
In my previous insight on SK restructuring, I said the the most likely scenario would be SKT split-up and SKT Holdco+SK Holdco merger. Why? It is...
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