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...
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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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