Update on the Put Back Option Clause for IPOs in the Korea Stock Market
This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...
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Ongoing Geopolitical Risk Priced In to Hyundai Motor's Shares
Hyundai Motor's shares dropped more than 4.4% on March 3 after media reports of Chinese tour operators being ordered to stop selling tour packages...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Comprehensive List of Holdco Conversion Candidates in Korea
Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this...
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