Samsung Restructuring Update - New Scenario Attracts Local Institutions
Last week, we heard a couple of major news from Samsung Electronics Co Ltd (005930 KS). First, SamE made headlines with its new 3-year shareholder...
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Short Summary of Hyundai Mipo's Block Deal to Dispose Heavy Stake
Hyundai Mipo Dockyard (010620 KS) owns a 7.98% stake in Hyundai Heavy Industries (009540 KS). This causes a circular shareholding link. So, this...
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Trump Administration May Enforce A "Safeguard" Of US Solar Sector: Impact on Korean Solar Companies
It was reported in the Korean media that the Trump administration may enforce a sweeping "safeguard" of the US solar sector, which could have a...
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Hyundai CE Rights Offerings - First Round Offering Price Analysis
Hyundai Construction Equipment Corporation (267270 KS) finalized the 'first-round' reference/offering prices of its massive rights offering. Below...
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Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
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