Resurgence of Daum's Mobile App - Fueling Rally in Kakao
I said the following point in my previous insight ("Thoughts on Kakao’s Price Surge Today")How can Kakao revive its ad business? Certainly, this...
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Korea Stock Market Monthly Recap #9 - (December 2016)
The economic hope post Trump win continued to play out in the global equity markets in December. Dow Jones Industrial Average was up 3.3% and...
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Free Cash Flow Remains King in Weeding Out the Winners and Losers
The Korean Stock Market remains surprisingly fundamental driven and free cash flow remains a fundamental factor that could help investors to weed...
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Chatbot - Unrealized Upside for Kakao
I guess we can't really disagree that the global chatbot market is growing at a rocket speed. More importantly, this chatbot does not seem to be...
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Weeding Out the Chaff for Portfolio Outperformance in 2017
Investors prefer companies that can consistently grow their sales and profits, at reasonable valuations. In this report, we selected 72 companies...
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