Nexon Sale: Main Bidding Round Summary
We had many local news reports on the Nexon bidding over the last weekend. But most of them simply repeat what a few news outlets, namely HK, MK...
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Samsung Electronics (005930 KS): A Generalist's Guide
Tech wreck. DeFANGed. FANG flush. TATS turmoil. All of these headlines have at one point been seen from many a financial news outlet. While most...
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Nexon Sale: Market Talkings Update, Incl. Bid Schedule Extension
This is the latest update on Nexon. We had two Nexon related news reports, put out by Seoul Economic Daily and Invest Chosun, in the past two days,...
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Baidu (BIDU): Obituary - Review the Way to First Loss Since IPO
This is a very short review of Baidu’s whole story – After the market changed, Baidu Changed, but to a wrong way. We suggest closing out Baidu and...
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U.S. Equity Strategy: The Tweet Heard ‘Round the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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