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Kakao Corp (035720 KS)
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650
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Information Technology
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South Korea
Kakao Corp. provides Internet portal services such as news, free e-mail, and leisure information. The Company also offers cross-platform mobile messaging application that allows users to exchange messages.
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bullish
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Thematic (Sector/Industry)
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12 Sep 2016 01:15
John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
Douglas Kim
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bullish
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Thematic (Sector/Industry)
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08 Sep 2016 10:00
Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
Nomadic Equity
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bullish
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Thematic (Sector/Industry)
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01 Sep 2016 04:37
Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
Douglas Kim
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171 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 08:16
Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
Andrew Lu
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271 Views
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bullish
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Thematic (Sector/Industry)
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17 Aug 2016 16:41
Start of One-Shot Act - The Good, Bad, and the Ugly
The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...
Douglas Kim
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