Data Shows Coupang Is in Big Trouble - Why & Any Way Out?
In many people's mind, the fastest growing and most successful tech startup in the last five years in Korea would be the social commerce giant...
699 Views
Apple Beats on Results but Misses on Guidance; Can IPhone 8 and Lawsuit Help?
Summary Guidance misses: Apple guides 1Q17 sales of US$51.5-53.5bn, -32% to -34% q/q and 2-6% y/y, 3% worse than Bloomberg consensus'. Also,...
223 Views
Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
320 Views
Kolon Industries: Core Businesses Poised for Growth Plus Upside from Foldable OLED Commercialization
Due to the Dupont litigation (related to theft of trade secrets for Aramid / Kevlar), which lasted from 2012 to 2015, company had been capital...
240 Views
Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC
I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...
153 Views