More Factual View on Aekyung/GS Partnership for Asiana
Aekyung was the only chaebol who publicly showed interest in Asiana. Now it looks like we have another chaebol chasing after Asiana. According to...
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Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
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Hanjin Kal, KCGI, Delta... & ASIANA: Current Status Checkup
Last Friday, we heard from the local news outlet "The Bell" that both KCGI and Hanjin had considered making a takoever bid for Asiana. Here is the...
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SKT's Asiana Takeover & Intermediate Holdco Conversion Timeframe
KDB is scheduled to put out a public notice of Asiana sale on July 25. All attention is now being placed on SK Group. Several other chaebols are...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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