China's Stricter Border Controls and Efforts to Crack Down on Daigou?
There have been increasing news and social media accounts in the past two days about the Chinese government increasingly cracking down on...
567 Views
LG Group Restructuring: Holdings a CLEAR 'LONG' & LGE 'Short' in Market Neutral Setup
It seems highly probable that Koo Bon-joon will take LGE VC unit's motor manufacturing along with LG Innotek's automotive electronics in an effort...
509 Views
Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
268 Views
Smartkarma's Week that Was in JP/KR: Takara Stub Trade, Activist in Korea, & Suruga Saga
In the country of Shohei Ohtani, the Takara Holdings stub trade drew the most attention from the Smartkarma community. Both Curtis Lehnert and...
322 Views
Consumption Diary: HK Retail Isn't a Crazy Asian Story Anymore ; Actionable Insights @ SmartKarma
Highlights of this week's consumption diary: Crazy Asian shopping spree slows down. HK retail sales growth slows down further in tandem with...
589 Views