Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.
We recently downgraded the Korean telecom operators as they have been among the best performing telcos globally in the last few months (at least...
426 Views
LG Uplus / KT / CJ Hello Pendulum Trading: Currently at a Point to Buy LG Uplus
Yesterday, CJ Hello/LG Uplus market cap ratio was at 10.03% and LG Uplus/KT market cap ratio was at 95.51%. It was a clear sign that we should...
369 Views
Last Week in Event SPACE: Nippon Suisan, M1, Alpine, Spring REIT, Asahi Intecc, Sinotrans Shipping
Last Week in Event SPACE ... Better than expected trial results for Amarin (AMRN US)'s Vascepa is positive for Nippon Suisan Kaisha (1332 JP) Two...
408 Views
LG Uplus & KT & CJ Hello Are Moving Like a Pendulum: Short-Term Trade Idea on LG Uplus
LG Uplus and CJ Hello prices will likely be pegged at a market cap ratio of max 10%. Now, we have another pairing (LG Uplus/KT), which may give us...
437 Views
Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
374 Views