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Macquarie Korea Infra Fund (088980 KS)
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46
Analysis
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South Korea
Macquarie Korea Infrastructure Fund invests in infrastructure assets in Korea and delivers returns to the shareholders. The investment assets include toll-roads, tunnels, subway, marine terminal port, and bridges.
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bullish
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Thematic (Sector/Industry)
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30 Jan 2017 09:45
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...
Douglas Kim
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245 Views
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bullish
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Thematic (Sector/Industry)
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31 Dec 2016 06:11
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...
Douglas Kim
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459 Views
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bullish
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Thematic (Sector/Industry)
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26 Dec 2016 08:27
2017 Korea M&A Market Outlook - What's For Sale?
We highlight 28 Korean companies that are seeking to find new owners through M&A in 2017. Key sectors of M&A in Korea in 2017 include...
Douglas Kim
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322 Views
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bullish
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Thematic (Sector/Industry)
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23 Dec 2016 07:38
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...
Douglas Kim
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194 Views
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bullish
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Thematic (Sector/Industry)
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30 Nov 2016 15:45
Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
Douglas Kim
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190 Views
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