Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored; the odds on...
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Regulatory Risks Rising for Korean Telcos
While South Korea is facing heightened geopolitical risk from the North, Korean telecom operators face a threat closer to home - more aggressive...
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Sector Capsule: Wearable Electronics in South Korea
In 2017 smart wearables record retail volume growth of 28% to reach sales of 628,000 units thanks to increasing product diversification and...
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Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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