PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate
PCCW discount to NAV is back at -2x Standard Deviation (SD) levels. Much has changed since our last insight in September. PCCW sold its UK business...
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Yongsan Electronics Market Visit: Shortage of Computer Graphics Cards Due to Cryptocurrencies Mining
I visited the Yongsan Electronics Market (the largest wholesale and retail electronics products market in Korea), located in central Seoul today....
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Okja: The Fight Between Netflix Vs. CJ CGV
Okja is a Netflix backed movie made by Bong JoonHo, a well-known Korean movie director. There is a fight regarding Okja between the global film...
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The Market Sentimentalist - New-FANG-Led Technology
Summary “There is a time to smile, a time to cry, A time to live, a time to die, A time to sell and a time to buy” Our thoughts on technology...
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US Equity Market Looking Increasingly Expensive
If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The...
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