Korea Stock Market Monthly Recap #11 - (February 2017)
Food for Thought - Is the major underperformance of semiconductor related stocks in Korea in February a short term blip or start of a major...
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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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Hotel Shilla: Lee Bu-Jin as Interim Leader of Samsung Group?
We continue to have a negative view on Hotel Shilla Co Ltd (008770 KS), mainly because its fundamentals remain weak. There has been some renewed...
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Data Shows Coupang Is in Big Trouble - Why & Any Way Out?
In many people's mind, the fastest growing and most successful tech startup in the last five years in Korea would be the social commerce giant...
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Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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