THAAD Related Risks Expand to the Korean Chemical Sector
The THAAD system installation in South Korea has been one of the biggest negative factors impacting the Korean stock market in the past year. It is...
219 Views
Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
215 Views
Lotte Group Restructuring Part 5 - Issues Regarding Hotel Lotte & Financial Affiliates
Obviously, Lotte restructuring is still far from being done. What is next? The newly created Lotte Holdco first needs to do a tender offer to the...
297 Views
More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
643 Views