Korea Stock Market Monthly Recap #48 (May 2020)
Review of Top 10 Issues Related to Korean stock market, economy, & politics in May 2020 Big interest in SK Biopharm IPO Announcements of IPOs...
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Asia Short Interest Weekly - HK Financials and Property, Japan Real Estate, Korea Tech, Taiwan Semis
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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Why Is Samsung Electronics Underperforming? ("No Trade Unions Until He Has Dirt Over His Eyes")
One of the mysteries in the Korean stock market this year has been the underperformance of Samsung Electronics (005930 KS), whose share price is...
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Sell Lenovo (992 HK) FY2020: Falling Revenue, Rising Debts
Lenovo presents itself as a dynamic IT company, well positioned to benefit from the growth in connectivity. It talks about taking share and record...
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