Two Notable Changes in National Pension Service of Korea: Activism Guideline and Delegation of Votes
Last January, National Pension Service (NPS) of Korea, the world's third-largest pension fund, finally announced detailed guidelines of stewardship...
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Top 7 Investment Ideas from Top 200 Youtube Channels in Korea (Mukbang Included)
In this insight, I analyze the top 200 Youtube channels in Korea and provide the top 7 investment ideas from this data. For the top 200 most...
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Korea Stock Market Monthly Recap #37 (June 2019)
June was an action packed month with KOSPI recovering by more than 4%. Trump will be meeting numerous top Korean chaebol leaders including...
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A Pair Trade Idea Between SM Entertainment & YG Entertainment (Aka "The Drugstore")
In this report, we provide an analysis of our pair trade idea between S.M.Entertainment Co (041510 KS) and Yg Entertainment (122870 KS). Our...
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A List of 10 Korean Companies Targeted by Local Asset Mgmt Firms for Improving Shareholder Value
In this report, we provide a list of 10 Korean companies that have been targeted by the local asset management companies for improving shareholder...
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