HMG Restructuring Speculation: HMG Ordered Mobis/Glovis to Put Major Projects on Hold
The HMG restructuring speculation is widely spreading in Korea. This isn't only market speculation. Some of Korea's established news outlets are...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
510 Views
Hyundai Autoever IPO Bookbuilding: Surprising Results, Local Street Bets on Autoever/Glovis Merger
Subscription rate is 797 to 1. Offer price was fixed at ₩48,000, substantially higher than the upper end. Deal size is now ₩168.5bil. Company...
600 Views
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...
463 Views
Korea National Pension Fund Announces a List of 11 Companies They Oppose in Upcoming AGMs
On March 12th, the Korea National Pension Fund Service (NPS) provided a list of 23 companies where it plan to exercise its voting rights in their...
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