KOSPI200 June Index Rebalance Preview: 7 Changes as Adds Outperform Deletes
With just over a month to go in the review period, we see 7 potential changes to the KOSPI200 Index. Most changes are high probability and the...
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KOSPI200 June Index Rebalance Preview: High Probability Adds/Deletes
There could be 2 changes to the KOSPI200 in March & then another 6 in June. Historically, the adds outperform the deletes and the first couple of...
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Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
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Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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Smartkarma's Week that Was in 🇯🇵/🇰🇷 : Korea's NPS, Samsung, Toshiba, Hitachi Hi-Tech, Payments
Something of a slower week on Smartkarma this week (I contributed to that slowness by being away and under the weather when back) with about 120...
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