KOSPI Vs. Samsung Electronics at Different Stages of the Bond Yield Differentials
In this report, we compare KOSPI versus Samsung Electronics to examine their relative performance at different periods of bond yield differentials....
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views
Nexon Sale: MBK Behind Scene Stories
MBK was one of the three leading horses in the Nexon sale race. It was the only FI in this group. You know this is MBK, the king of deals. It's...
530 Views
WDC Impact from Toshiba Power Outage
Toshiba's Mid-June power outage raised some alarm about potential product shortfalls for Western Digital (WDC). This Insight evaluates the likely...
545 Views
The Political Crisis Between Japan & South Korea (Lessons from the Joseon White Porcelains & Cobalt)
It has been more than 20 years that I've been covering the Korean markets and never has the political climate between Japan and South Korea been...
618 Views