CJ E&M: (Parasite = Oscar?) A Turnaround Play After Six Years of Pain
Korea produces some of the most globally competitive products including semiconductors, smartphones, TVs, and yes Korean contents. CJ E&M is...
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Jcontentree (2nd Largest Korean Drama Production Firm): Three Key Catalysts
Jcontentree Corp (036420 KS) is the second largest drama production firm in Korea after Studio Dragon (253450 KS). The company has three key...
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*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
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A War Between Netflix & Disney = $$$ for Studio Dragon
In this report, we provide an update on Studio Dragon (253450 KS), which has been one of the best IPOs in Korea in the past two years. We believe...
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Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
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