Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
323 Views
Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
247 Views
Initiating Coverage of Kakao With No Moat, Stable Trend, and FVE of KRW 78,000; Stock Is Overvalued
Kakao has been dominating the mobile messaging service market in South Korea since its launch in 2010. However, we think investment in this company...
163 Views
AfreecaTV - Present and Future of P2P Video Streaming Service
For those folks living in Korea, AfreecaTV is not a kind of household name. Indeed, it is a part of everyday things for Koreans in their 10s and...
350 Views
Stark Reality of VR Market - Telcos Are Pushing VR for 5G in Korea
Virtual Reality (VR) is not really taking off. We had and we are still having high expectations on VR, but the actual sales numbers are quite...
1.3k Views