A Comparison of Recent Visitors Trend to Korea and Japan
In this report, we compare the recent dynamic foreign tourists trend to Korea and Japan. In January 2019, the number of foreign visitors to...
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TRADE IDEA - Mahindra & Mahindra (MM IN) Stub: Rise
The company that brought the off-road vehicle to post-war India in the 1940s has grown into a leading personal vehicle manufacturer covering land,...
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TRADE IDEA - Toyota Industries (6201 JP): Close the Stub Trade
In my original insight on December 11, 2018 TRADE IDEA - Toyota Industries (6201 JP) Stub: Riding the Automation Wave , I proposed setting up a...
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Korea Stock Market Monthly Recap #32 (January 2019)
Korean stock market surged in January with KOSPI up 8% this past month. KOSPI was led by the market leaders including Samsung Electronics (005930...
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Korean Stubs Spotlight: A Pair Trade Between Amorepacific Group & Shiseido
In this report, we provide an analysis of our pair trade idea between Amorepacific Group (002790 KS) and Shiseido Co Ltd (4911 JP). Our strategy...
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