Korea Stock Market Monthly Recap #25 (May 2018)
May was a month full of surprises. The biggest surprise may have been the cancellation of the meeting with Kim Jong-Un by Trump, only to have Moon...
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Hyundai E&C: Leading the Construction Charge in the North Korean Peace Initiatives
Among all the Korean stocks, Hyundai Engineering & Const (000720 KS) is the leading beneficiary of the North Korean peace initiatives. Hyundai...
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A Major Surprise Second Meeting Between Moon Jae-In & Kim Jong-Un Today
Moon Jae-In and Kim Jong-Un met today for about two hours at the Panmunjeom on the border of North and South Korea. This second meeting in about a...
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Samsung Engineering Placement - Top Performing Stock Among Samsung Affiliates YTD
After the market close on May 19th, Samsung Engineering Co Ltd (028050 KS) announced a placement at 19,350 won to 19,490 won per share (3.5-4.2%...
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North Korea's Doi Moi & Key Four Events To Look Out for in the Next Six Months
This report has two parts. First, I provide an overview of a seminar I attended on May 11th in Seoul presented by a North Korean defector about...
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