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,...
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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...
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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...
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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...
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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...
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