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...
430 Views
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...
475 Views
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...
402 Views
Korea M&A Spotlight: Aekyung - The Leading Candidate to Acquire Asiana Airlines at Reduced Prices?
More than a month has passed since Asiana Airlines (020560 KS) has been officially put up for sale by the Asiana Airlines' main creditor (KDB)...
555 Views
🇰🇷 🇯🇵 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...
455 Views