Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?
TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...
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Philoptics IPO Part 2 - Bookbuilding Results & Sunnier Sales Guidance
In this Part 2 insight of Philoptics Co. Ltd. (161580 KS) IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4...
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MOONJAEINNOMICS: This Book's Top 10 Highlights & My Thoughts
In this report, we provide some of the main highlights of the recently published book called Moonjaeinnomics (authors work in Maeil Economy Daily,...
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EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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