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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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
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Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
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Samsung SDS' Regulatory Filing on BPO Unit Spinoff: Important Points & Recommendation
In a regulatory filing, Samsung SDS officially said that it is considering spinning off BPO (logistics business unit). Moreover, Samsung SDS told...
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