SEC Stake Swap Scenario After SEC Split-Up
In this follow-up to the insight Samsung Top Executive’s Surprising Remark on Restructuring - Implications, I will examine another key issue. What...
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Samsung Top Executive's Surprising Remark on Restructuring - Implications
Samsung’s top executive Lee Sang-hoon made quite a surprising remark yesterday on Samsung restructuring. He said that Samsung restructuring,...
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Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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