Free Cash Flow Remains King in Weeding Out the Winners and Losers
The Korean Stock Market remains surprisingly fundamental driven and free cash flow remains a fundamental factor that could help investors to weed...
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We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
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Weeding Out the Chaff for Portfolio Outperformance in 2017
Investors prefer companies that can consistently grow their sales and profits, at reasonable valuations. In this report, we selected 72 companies...
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Is Samsung Taking Huge Advantage of Korea's Recent Political Scandal for Its Own Restructuring?
I need to confess one thing. I am a huge fan of all kinds of conspiracy theories. I do not deny it. Fortunately (?), Korea's biggest political...
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Mobile Data to Address Asia Pacific's Digital Divide
Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...
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