SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
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Innovative Foods = Portfolio Outperformance (II)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2017 that are having significant impact on...
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The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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Korea Stock Market Monthly Recap #14 - (May 2017)
May was an excellent month for our model porfolio which rose 8.9% versus KOSPI which increased 6.4% during this period. With Moon Jae-In becoming...
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Data Analysis of Major F&B Companies in Korea
Overall, we have a positive view on the Korean F&B sector. In this report, we have included various metrics including FCF yield, sales growth,...
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