SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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Autonomous Driving: Some Thoughts as a Consumer
GM recently announced that it will add 130 self driving Bolt EV's to its existing fleet of 50 self driving vehicles at its Orion assembly plant in...
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Three Scenarios of Hyundai Motor Restructuring - Including the Latest One Raised by GS
As I have repeatedly said in my previous insights, Hyundai Motor Group is strongly motivated to make a restructuring move soon. Of course, it has...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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