Korea's Holdco Candidates: One of the Best Performing Groups in Asia YTD & "Mr. G. Shepherd"
The Korean Holdco Conversion Candidates have been one of the best performing groups in the Korean and Asian stock markets YTD. In our previous...
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Korea Stock Market Monthy Recap #13 - (April 2017)
We are introducing a new idea for our regular Korean monthly, which is the "PICK OF THE MONTH" - ONE investment idea which we believe strongly that...
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Lotte Confectionery & Lotte Shopping: Spin Offs + A Merger
It was reported in Korea's Maeil Economic Daily today that Lotte Confectionery Co Ltd (004990 KS) and Lotte Shopping Co (023530 KS) plan to spin...
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Take Out Crown Confectionery & Crown Haitai Holdings from Our Model Portfolio
We take out both Crown Confectionery (264900) and Crown Haitai Holdings (005740) from our model portfolio. Crown Confectionery is a leading...
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Korea Stock Market Monthly Recap #12 - (March 2017)
Former President Park Geun-Hye was officially impeached in March. This will mark a major turning point in Korean politics, with the conservatives...
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