Year-End Dividend Arbitrage - 5 High Conviction Stocks in KOSPI
Don't forget that this year's ex-dividend date for the Korean companies whose fiscal year ends Dec 31 is Dec 27. This means you have to own (or...
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Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
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The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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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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An Update on Korea's Household Debt & Four Headwinds on the Korean Banking Sector
This is an update on Korea's household debt.Conrad DeQuadros recently issued a report called An Update on U.S. Household Debt and we wanted to make...
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