Reduction in Robots Manufacturing Subsidies
In this note, we explain the Korean government's recent announcement to reduce robots/automation equipment manufacturing subsidies and provide a...
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KAI's CEO Gets Axed - Does This Increase Boeing's Chances of Winning the Massive T-X Contract?
Korea Aerospace Industries (047810 KS)'s CEO Ha Sung-Yong got axed today, as a result of recent allegations of corruption and costs manipulation....
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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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Philoptics IPO Part 2 - Bookbuilding Results & Sunnier Sales Guidance
In this Part 2 insight of Philoptics Co. Ltd. (161580 KS) IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4...
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The Week That Was in NorthAsia@Smartkarma: Lineage, Moonjaeinnomics, Toshiba and 3D Touch Sensor
A hidden gem in OLED sphereJL Warren Capital gives us an interesting OLED stock to watch in the long-term. This company is called Nissha Printing...
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