More Factual View on Aekyung/GS Partnership for Asiana
Aekyung was the only chaebol who publicly showed interest in Asiana. Now it looks like we have another chaebol chasing after Asiana. According to...
490 Views
Korea Stock Market Monthly Recap #38 (July 2019)
Starting August, we are increasing the cash portion of our model portfolio to 50%, up from 40% in July to become more defensive in our model...
439 Views
Korea M&A Spotlight: Who Will Buy Woongjin Coway? (SK Networks, GS Retail, or KKR?)
It was reported in several local Korean media today that Sk Networks (001740 KS), Gs Retail (007070 KS), and KKR are interested in bidding...
667 Views
Key Impact of 2.9% Minimum Wage Hike in Korea for 2020 - Who Are Major Beneficiaries?
This morning, the South Korean government announced the minimum wages effective January 1st, 2020 which will be 8,590 won (US$7.30) (up 2.9% YoY)....
486 Views
BGF Holdings Stub Trade: More Price Correction on Sub Is Still Ahead
BGF Retail (282330 KS) was down 12% last week. BGF Co Ltd (027410 KS) was down only 4.5%. Finally, they are now above 20D MA. This happens for...
422 Views