Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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Innovative Foods = Portfolio Outperformance
We highlight 9 major new innovative products in the Korean F&B sector introduced in the past six months that are having significant impact on...
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What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
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Interpark - Korea's Ticketmaster
We start coverage of Interpark Corp with a positive view and a one year price target of 24,200 won (20% upside), based on EV/EBITDA multiple of...
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Implications of Stock Swap of Emart and Shinsegae Shares by Chung Yong Jin and Chung Yoo Kyung
On 29 April, Chung Yong Jin (son of Lee Myung Hee) and Chung Yoo Kyung (daughter of Lee Myung Hee) completed stock swap of E Mart Inc and Shinsegae...
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