Nexon Sale: MBK Behind Scene Stories
MBK was one of the three leading horses in the Nexon sale race. It was the only FI in this group. You know this is MBK, the king of deals. It's...
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WDC Impact from Toshiba Power Outage
Toshiba's Mid-June power outage raised some alarm about potential product shortfalls for Western Digital (WDC). This Insight evaluates the likely...
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The Political Crisis Between Japan & South Korea (Lessons from the Joseon White Porcelains & Cobalt)
It has been more than 20 years that I've been covering the Korean markets and never has the political climate between Japan and South Korea been...
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Samsung Situation: Stella Chemifa Dilemma & Recent Price Movement
Samsung LJY is still in Japan. What is he still doing there? Apparently, he is trying to secure etching gas as much as possible. Now, it's all...
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Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
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