Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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Netmarble Vs. NCsoft - Valuation Disparity Analysis
I guess Netmarble Games IPO investors can finally feel relieved. It is now trading at a 14.3% premium to the IPO price of ₩157,000. It may be a...
291 Views
Loading up in Korean Stocks
We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi...
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Independent Research in Asia 2.0
This is a follow-up report of Mark Artherton's note The Future of Investment Research. The implementation of MiFID II is less than three months...
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