Korean Pref Shares: Closing the Gap [2] - 1Q18 Review
This report is a review of the major Korean preferred shares in 1Q18. Investing in the Korean pref shares is for the turtles, not the rabbits. In...
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AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK) on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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IPhone Shipment; EVT Specs and Trump Tariff
In current environment, we believe that Apple Inc (AAPL US) is both an alpha and best short idea. On the company specific level, the iPhone (~65%...
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Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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