SKT & SK Telink Share Swap Deal - Summary & Ramifications
SK Telecom (017670 KS) just announced in a regulatory filing that it will acquire the remaining stake of SK Telink to make it its wholly-owned...
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BBSP Single Stock Asia Weekly
Mid-Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Taiwan (TWSE) and India (NIFTY)...
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Two Korean Stocks to Buy
Our game plan is to start working into Korean long exposure on dips while balancing our short from 319. Ideally we want to add exposure near Kospi...
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More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
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