StubWorld: Iljin, Alliance Global, H2O/Toho, Daewoong, Silicon Integrated/United Micro, Ayala
This week in StubWorld ... A change of pace with RV bifurcations having settled down (somewhat) from a month ago: a quick read through on three...
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StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
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Hanjin Shipping(117930 KS) - Borrowed Time Comes to an End
“Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a...
Close Out the Shorts on Korean Construction Stocks?
The four major construction stocks in Korea Hyundai Engineering & Const, Hyundai Development Co Engg & Cnstn, Gs Engineering &...
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Korean Construction Stocks - Household Debt Is the Achilles Heel
This is a follow-up to the warning on the Korean construction stocks which we issued more than a month ago. Warning on Korean Construction Stocks:...
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