The Week That Was In North Asia@Smartkarma: Won Depreciation, Mercari, & 11st Spin-Off & Investment
It has been an eventful week in North Asia. The biggest story was the hugely successful IPO of Mercari in Japan. In Korea, SK Telecom continued its...
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A Pair Trade Idea on Orion Holdings & Orion Corp
We believe there is an exploitable trading opportunity between Orion Holdings Corp (001800 KS) and Orion Corp (271560 KS) right now. In the past...
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Innovative Foods = Portfolio Outperformance (III)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2018 that are having significant impact on...
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Korea Stock Market Monthly Recap #24 (April 2018)
April 2018 will be remembered as one of the most memorable period in the history of the two Koreas, as Moon Jae-In and Kim Jong-Un met in their...
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Korean Beneficiaries on THAAD Easing Pressures and Buy Levels
We take a look at charts in the top stocks that would benefit the most from reduced tensions between China and Korea THAAD related retaliations - ...
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