Update on Lotte Chem & Hitachi Chem
This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi...
472 Views
Lotte Chemical Makes a Preliminary Bid for Hitachi Chemical
In this interesting time, one of Japanese high tech chemical companies seems to be attracting a serious interest from a Korean company. Yonhap...
518 Views
Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
634 Views
Huchems (069260 KS) “Shares near Trough and Offer High Dividend”
Huchems Fine Chemical (069260 KS), one of the largest basic chemicals company in Korea has suffered from share price plunge during last 2 months,...
399 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
361 Views