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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Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
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Hanjin Kal, KCGI, Delta... & ASIANA: Current Status Checkup
Last Friday, we heard from the local news outlet "The Bell" that both KCGI and Hanjin had considered making a takoever bid for Asiana. Here is the...
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