Korea Stock Market Monthy Recap #13 - (April 2017)
We are introducing a new idea for our regular Korean monthly, which is the "PICK OF THE MONTH" - ONE investment idea which we believe strongly that...
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Take Out Crown Confectionery & Crown Haitai Holdings from Our Model Portfolio
We take out both Crown Confectionery (264900) and Crown Haitai Holdings (005740) from our model portfolio. Crown Confectionery is a leading...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
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Hyundai Electric & Energy Systems Spin-Off: A Deeper Look at Its Valuations
We are bullish on Hyundai Electric & Energy Systems (Hyundai E&E). Hyundai Robotics has a 13.37% stake of Hyundai E&E, which will...
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