South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
427 Views
Korea M&A Spotlight: SK Networks & SK Telecom Considering a Big Deal
It has been reported in several Korean local media that SK Networks (001740 KS) and SK Telecom (017670 KS) are considering a big deal which could...
438 Views
SK Holdings Short Idea on Asiana Airlines
There is a growing speculation that SK Holdings, not SKT, is preparing for Asiana takeover. The story is SK E&C's recent CGH block deals (3.3%...
399 Views
Korea Telcos Struggle as Competitive Intensity Rises. 5G Not an Opportunity (Yet).
In the last set of results from the Korean operators (2Q19), we can now see the impact 5G is having on the market. It is not positive! Only 2% of...
440 Views
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...
495 Views