SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
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The Week That Was in NorthAsia@Smartkarma: Bain, Vitalik Buterin, & Suh Kyung-Bae
Japan SK Hynix Inc (000660 KS) has been flying high recently. Pelham Smithers Associates writes about Toshiba Finalizing Chip Sale to Bain Group -...
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BGF Retail Placement - Complicating a Simple Structure
The Hong family, specifically Hong Seok Hyun and Hong Ra Young, is selling 2.82m shares of BGF Retail Co Ltd (027410 KS), worth approximately...
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Innovative Foods = Portfolio Outperformance (II)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2017 that are having significant impact on...
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The Imminent Launch of IQOS in Korea
Philip Morris International announced the launch dates of IQOS next generation e-cigarettes in Korea. Starting May 27th, IQOS will be sold in two...
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