Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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First Look at HDC Shilla Duty Free Shop After Its Grand Formal Opening
We visited HDC Shilla Duty Free Shop today. Its grand formal opening was on 25 March 2016. It opened the duty free shop on a limited basis back in...
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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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Government Is Being More Friendly to Hotel Shilla
Potential extension of the duty free license from 5 to 10 years Among the major reasons why Hotel Shilla share price declined nearly in half in the...
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