Hanwha Solution (Hanwha Chemical): Misalignment of Interests, Wealth Transfer, and Ongoing Risks
On January 6, 2020, Hanwha Chemical (009830 KS) finalized a merger of its wholly-owned subsidiary (Hanwha Q Cells & Advanced Materials) into...
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Korea Shorts Data Analysis (#3): LG H&H, Amorepacific, KMW, Hotel Shilla, & DSINFRA
This is our third edition of the Korea Shorts Data Analysis. We broke down the Korean shorts data analysis that are available on KRX (data as of...
321 Views
Hyundai Energy Solutions IPO Valuation Analysis
Our base case valuation - Jinko Solar shares are currently trading at 10.7x P/E (2018) and 6.2x P/E (2019E). If we use a 10.7x P/E for Hyundai...
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The Week That Was in NorthAsia@Smartkarma: Yahoo Japan, NK's Doi Moi, Suzuki, & SamE Stake
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Altaba and Yahoo JapanTravis Lundy discusses about...
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UNID: Bold Turnaround on the Horizon Following a Year of Restructuring
Full-fledged recovery starting 2018With a lion’s share in its core domain (potassium compounds), UNID appears set to more than double its bottom...
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