Exclusion of South Korea from Japan's "Whitelist" Of Countries: D-Day - August 2nd?
Since the announcement of Japan's initial round of economic restrictions on South Korea on July 1st, this situation has morphed into much larger,...
507 Views
A Comprehensive List of 50 Stocks Affected by a Prolonged Japan-South Korea Conflict
In this report, we provide a comprehensive list of 50 stocks (in the Korean stock market) that are affected the most by a prolonged conflict...
581 Views
Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements
This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...
528 Views
Chunbo Co. IPO Preview: Valuation Analysis
We are bullish on the Chunbo Co. IPO. Our base case valuation of the company suggests a market cap of 448.4 billion won or 44,845 won, which would...
678 Views
Chunbo Co. IPO Preview
Chunbo Co Ltd (278280 KS) is a provider of fine chemical materials in Korea, and it is expected to complete its IPO in January 2019. Its chemical...
825 Views