Tesla - Buy the Car, Sell the Stock
Much as we adore the revolutionary car and Musk's bold vision, Tesla is poised for extended share price weakness. In our view, Tesla's stock has...
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Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Key Points of LG Chem & LG Life Sciences Merger
This is hardly a surprise. Immediately after LG Chem (LGC) acquired Dongbu Farm Hannong early this year, LG Chem unveiled its plan to acquire...
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VW - Is Audi Going After Tesla?
All of a sudden, Volkswagen (VW) appears to have, admittedly very quietly, declared war on Tesla. Not content with an all-electric SUV based on...
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Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
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