Korea Stock Market Monthly Recap #9 - (December 2016)
The economic hope post Trump win continued to play out in the global equity markets in December. Dow Jones Industrial Average was up 3.3% and...
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Paralyzing Qualcomm's Patent Business? Samsung & Softbank's ARM Will Gain The Most
Personally, I found Korea's FTC decision on Qualcomm very surprising. Of course, it was China who first attempted to levy a fine against Qualcomm's...
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KFTC Fined Qualcomm for Violating Antitrust Laws; Positive to Customers and Competitors
What's new?According to the Bloomberg News today...
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Free Cash Flow Remains King in Weeding Out the Winners and Losers
The Korean Stock Market remains surprisingly fundamental driven and free cash flow remains a fundamental factor that could help investors to weed...
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We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
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