The Week in N.Asia@Smartkarma: Softbank/Charter, Autos and The Most Interesting Tyre Co in the World
JapanSoftbank and CharterPelham Smithers Associates writes in SoftBank (9984) - To Bid for Charter? about Softbank's newfound ability to handle...
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Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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Korean CVS Companies' Forays into Iran and Vietnam Signal Intensified Competition Domestically
Faced with the market saturation of the convenience store market in Korea, Gs Retail Co Ltd (007070 KS) and Bgf Retail Co Ltd (027410 KS) announced...
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Kakao Bank Hit Home Run - Summary & Main Points to Consider
Kakao Corp (035720 KS)'s Kakao Bank hit home run on its debut day. It now has 300k account holders (just in 24 hours). This is like 3 times faster...
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The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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