A Market Analysis of ESports in Korea
This is a follow-up report of Pelham Smithers Associates' note,ESports - Watch Out Japan Is (Finally) Coming to the Party. There are lots of...
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Reflection of Our Calls on Korea IPOs - Year of the Rooster
The Year of the Rooster (2017) is winding down. It is time for some reflection. In this report, we review the investment calls we made on the...
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Korea Stock Market Monthly Recap #20 (November 2017)
In November, there was continued sector rotation in Korea, with investors selling some of the market leading IT names and buying healthcare, media...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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Netmarble Placement - Short-Term Momentum Intact but Expensive Compared to Peers
There is an anonymous group or an individual looking to sell 1.4m shares of Netmarble Games Corporation (251270 KS), worth approximately...
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