An Update on Korean Consumers' Boycott of Japanese Products and Travel to Japan
It has been more than two months since the political conflict between Japan and South Korea has erupted. In this report, we provide an update on...
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Korea Stock Market Monthly Recap #39 (August 2019)
Our model portfolio was down net 0.3% in August (cash was 50% of our model portfolio) outperforming KOSPI which was down 2.8% in August. The...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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More Factual View on Aekyung/GS Partnership for Asiana
Aekyung was the only chaebol who publicly showed interest in Asiana. Now it looks like we have another chaebol chasing after Asiana. According to...
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Korea M&A Spotlight: Aekyung Group to Partner with GS Group to Acquire Asiana Airlines & Air Busan?
It has been reported in the past few days in various Korean media that the Aekyung Group has proposed to the GS Group to jointly acquire Asiana...
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