Korean Defense Companies: Potential Contracts Worth 28 Trillion Won from Poland, UK, & Norway
There have been more news flow about several major Korean defense companies that could receive as much as 28 trillion won in new orders from three...
314 Views
NPS Sells SK Bioscience, Naver, & LG Electronics and Buys Kakao Bank, Lotte Corp, & Samyang Foods
NPS moves the Korean stock market more than any other investor. In this insight, we discuss the recent buying and selling by the Korea National...
332 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
290 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
283 Views
Asia Shorts: Alibaba, Tencent, Meituan, BYD, Daito, Kirin, BASE, LGE, OCI, Kakao, LGH&H, Innolux
The Insight looks at short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to aid...
332 Views