WWH Series- Caution on Trick Eye Effect
This is one of series of WWH (combining the initials of What's Going On, Why It Matters and How We Position), a shorter note format to Marsilea...
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China Starts to Loosen Its Ban on Group Tours to Korea: Turn Positive on Beaten Down THAAD Stocks
China has started to loosen its ban on the group tours to Korea. It was reported in the local Korean press that group tour packages advertisements...
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2022 Olympics in Beijing, 2018 Olympics in Pyeongchang, & THAAD - Quid Pro Quo
The 2018 Winter Olympics in Pyeongchang, South Korea is only four months away. The 2022 Winter Olympics in Beijing is over four years away. The...
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Global Consumer Thinker#3: Korea Cosmetics-Part III
Global Consumer Thinker #1-#3 features Korea Cosmetics in three parts.Part I: How long-term fundamentals are evolving.Part II: Is China growth a...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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