LG Corp Holdco/Synthetic Sub: Classic Arb Opening with Holdco Currently At -3σ
LG Holdco (LG Corp) is currently at -3.2σ on a 20D MA to the synthetic sub. This should be a classic arb trade opening. It is made up of the 4...
479 Views
Korea Telcos Struggle as Competitive Intensity Rises. 5G Not an Opportunity (Yet).
In the last set of results from the Korean operators (2Q19), we can now see the impact 5G is having on the market. It is not positive! Only 2% of...
444 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views
Korean Telcos: 5G Capex Ramp Will Put More Pressure on Already Sub Par Returns
The Korean telco's have outperformed the local index, benefiting from their perceived defensive qualities. That is despite the sharp drop in...
699 Views
Trump Pressures the Korean Government to Ban Huawei in Korea - The Biggest Gray Rhino Event of 2019?
The Huawei crisis has finally erupted in Korea. The Huawei crisis will now likely be one of the most important events facing the Korean economy in...
631 Views