StubWorld: Shorting Korean Stubs
With the short-selling ban in Korea lifted this past Monday, this insight takes a cursory look at those Holdcos moving, and some that may yet have...
286 Views
Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
378 Views
The Stocks to Own in Asia – Vol. 32
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
362 Views
Korea Small Cap Gem #8: Sajo Industries - Minority Activists Take Charge
A group of minority shareholders are "going activist" on Sajo Industries. They believe that the market value of Sajo Industries' real estate is...
467 Views
CJ Cheiljedang - Korean Food Goes Global
In this insight, we discuss CJ Cheiljedang (097950 KS)'s 4Q 2020 and 2020 full year results and how this company is becoming one of the chief...
267 Views