Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
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The Aftershocks of Japan Excluding South Korea from Its Whitelist of Preferred Trading Countries
This morning, the Japanese government announced that it will officially remove South Korea from its whitelist of 27 preferred trading countries....
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South Korea's Response to Japan's Sanctions and Recent Visitors Trend to Japan & South Korea
In this report, we provide South Korea's response to Japan's economic sanctions as well as an analysis of the recent visitors trend to South Korea...
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Pumtech Korea IPO Preview
Pumtech Korea Co Ltd (251970 KS), the second largest manufacturer of cosmetics containers in Korea, is getting ready for an IPO in the next several...
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StubWorld: Amorepacific Is "Cheap", Again; Kingboard Cleans House
This week in StubWorld ... Amorepacific Group (002790 KS)'s discount to NAV veers towards its one-year wide level, however newsflow, liquidity...
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