Signs of Money Moving to Korean SMID Cap Stocks - Two High Conviction Stock Picks
In my previous insight NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move, I explained why NPS' passive investing may...
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Is the Korean Stock Market Starting to Turn Downwards?
Is the Korean Stock Market starting to turn downwards? The KOSPI, which is up 15% YTD, has been one of the top performing country equity indexes...
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NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
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SMIC Guides Another Miss- Heavy Capex Seems Not Turning into Sales and Profits
Another major miss in 3Q17After a small miss in 2Q17 numbers (please see our earlier report "Terrible Miss in 2Q17 to Drive More Downgrades; The...
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Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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