Koreacenter IPO Valuation Analysis
Our valuation analysis of Koreacenter IPO suggests that this is a bad deal. As such, we would avoid participating in this IPO. The comps are...
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South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
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Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
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🇰🇷🇯🇵 That Was The Week That Was • North Asia 22nd-27th July 2019 @Smartkarma
TW3 NORTH ASIA 22-27 JUNESmartkarma's North Asian Insight providers produced 28 new Insights this week, mostly focused on a deluge of 'events' and...
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Naver Financial ECO: Meaning for LINE
This is a tricky one. First, this isn't exactly a captive spin-off. Well, Naver isn't hiding its intention of going for ECO later. Naver COO said...
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