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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Weeding Out the Chaff for Portfolio Outperformance in 2017
Investors prefer companies that can consistently grow their sales and profits, at reasonable valuations. In this report, we selected 72 companies...
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Is Samsung Taking Huge Advantage of Korea's Recent Political Scandal for Its Own Restructuring?
I need to confess one thing. I am a huge fan of all kinds of conspiracy theories. I do not deny it. Fortunately (?), Korea's biggest political...
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Mobile Data to Address Asia Pacific's Digital Divide
Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...
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2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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