GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Targetable Names on KOSPI for Dividend Arbitrage: DPS Estimates & Current Basis
This post screens targetable names on KOSPI for dividend arbitrage based on relatively reliable DPS estimates and current basis widening.
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When Will Samsung Life Insurance Be Forced to Sell Its Stake in Samsung Electronics by the Govt?
The debate about whether or not Samsung Life Insurance should sell its stake in Samsung Electronics is being reviewed by the National Assembly once...
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Korean Financial Regulators Propose Changes to Dividends, IPOs, & Foreign Investor Registration
The Korean FSC made a public presentation of potential changes to regulations related to dividends, IPOs, and foreign investors registration which...
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2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
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