Korean Government Announces 109 Trillion Won in Spending Measures to Boost Birth Rates
South Korea is following in the footsteps of Japan in declining birth rates. Unless radical steps are taken (or if there is unforeseen macro event...
243 Views
Turning Negative on Hotel Shilla: THAAD & Explosive Growth of Tax Refund Shops in Korea
We are turning negative on our view of Hotel Shilla Co Ltd, mainly due to two reasons: 1) THAAD and 2) Explosive growth of tax refund shops in...
264 Views
What the IPOs Completed in Korea Stock Exchange in 1H 2016 Reveal....
If you want to outperform the market, perhaps you should take a look at the IPO market in Korea. In the midst of difficult global IPO markets, the...
297 Views
Is Coupang Ready to Expand in China?
Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one...
299 Views
Who Is Most Likely to Win a License for Duty Free Shop in Seoul?
Duty free shop is a big business in Korea. We estimate duty free shops sales in Korea to increase 24% YoY to 11.4 trillion won in 2016. The Korean...
259 Views