Korea Stock Market Monthly Recap #25 (May 2018)
May was a month full of surprises. The biggest surprise may have been the cancellation of the meeting with Kim Jong-Un by Trump, only to have Moon...
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Some Thoughts on Samsung's Holding Company Conversion Scenario (Part 4 of 4)
In April 2017, Samsung announced it would not create a Holdco structure. This could be for two reasons – (1) Samsung Electronics might be...
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FSC Chairman Speaks on Decision Framework
An article in the 24 May issue of BusinessKorea (link below) reports on a talk given by Financial Services Commission (FSC) Chairman Choi...
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The Week That Was in North Asia @Smartkarma: Do Donkis Rohm the North Korean Shires?
Firstly, apologies for the terrible string of puns, but the image just sticks in our head.Kospi rose 0.66% for the week while Topix rose 1.32%,...
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Last Week in Event SPACE: Samsung Biologics, Shire, Lotte, Mitula, JSW, Nisshinbo
Last Week in Event SPACE ... In what is probably the secondmost interesting arb in the world, the attractive trade may simply be to go long LIFULL...
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