Last Week in Event SPACE: Naspers/Prosus, Bellamy, Unizo, LSE/HKEx, Bitauto, China Biologic, Artgo
Last Week in Event SPACE ... The combination of Prosus (PRX NA) and Naspers (NPN SJ) is now below its pre-spin off level, with a look-through...
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SK Holdings Short Idea on Asiana Airlines
There is a growing speculation that SK Holdings, not SKT, is preparing for Asiana takeover. The story is SK E&C's recent CGH block deals (3.3%...
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Korea Stock Market Monthly Recap #39 (August 2019)
Our model portfolio was down net 0.3% in August (cash was 50% of our model portfolio) outperforming KOSPI which was down 2.8% in August. The...
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(Mostly) Asia M&A: August 2019 Roundup
For the month of August, 16 new deals were discussed on Smartkarma with an overall announced deal size of ~US$23bn. Clicking on the company name in...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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