Two Notable Changes in National Pension Service of Korea: Activism Guideline and Delegation of Votes
Last January, National Pension Service (NPS) of Korea, the world's third-largest pension fund, finally announced detailed guidelines of stewardship...
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Shinsegae Group: Ownership Stake Transfer Possibility Checkup
Shinsegae Group restructuring is again drawing a lot of attention from local investors. That is, many local investors now believe that it is...
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KB Asset Management Goes "Activist" On Golfzon
In the past few days, KB Asset Management, which is one of the largest asset management companies in Korea, started to go "activist" onGolfzon...
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Company Visit: Gwangju Shinsegae(037710.KS)
We recently visited Gwangjushinsegae Co Ltd (037710 KS) with a market cap of W396 billion, located in Gwangju in the southwest of Korea. Gwangju...
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Korean Govt Measures To Invigorate Domestic Consumption
On February 23rd, the Korean government announced numerous domestic consumption boosting measures. Among them included a discount of 30-50% on KTX...
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