Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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SK Group Now Has a Close Tie with Alibaba and Softbank - Important Implications You Should Know
Very interestingly, SK Group seems to have some important new friends. In the past two years, SK Group has conducted several interesting...
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Korean Wireless: Some Improvement Shown in 1Q16
When we last wrote about the Korean telecom market our concerns were encapsulated in the title: Korean Wireless: More Pain, No Gain . Move forward...
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Sell SK Planet (11st St.) And Buy LGE's Mobile Handset Division? Implications for SK Restructuring
Is SK Group really interested in the long-term survival of SK Planet (the operator of 11st Street)?Well, SK Planet got KRW500b from IMM Private...
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What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
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