Angang Steel: From Bad to Worse...
INVESTMENT VIEW: We highlighted in our April upgrade note that Chinese steel fundamentals were at cycle trough and have the potential to quickly...
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Labor Unions' Negative Impact on Samsung Electronics & POSCO
A pivotal year in the formation of labor unions in South Korea was in 2018. This is because numerous high-profile companies including Samsung...
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Korea ADR List & Current Status Check: LG Display DR Situation Is Interesting
This post lists up all of the Korea's actively trading ADRs with key stats of each ADR. It looks at the current DR premium/discount to their...
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Angang Steel: PMI Recovery to Support Shares: Close Short
INVESTMENT VIEW:The recovery in China’s March PMI index to 50.8 shows an unexpected expansion in economic activity. Historically, there is a...
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Smartkarma’s Week that Was in JP/KR: Nexon, Rakuten, POSCO and Samsung Electronics
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of March 4th:
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