The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
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UTI IPO Summary - Unconventional History But Arouses Much Interest Among Investors
UTI Korea Co., Ltd. (179900 KS) is a very unique company. Its founder and current CEO Park Deok-young is an engineer by training (Yonsei Univ....
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Samsung Electronics Long Pair, Entry Levels and Macro Bull Targets
SEC has maintained its uptrend and a stock we want to be working into during final bouts of Kospi weakness. We take a look at the relative posture...
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Korea (Underweight): Business as Usual Between the Government and the Chaebol (Part 3 of 6)
Main Conclusions The won is no longer so overbought following the strong performance during Q1 which took the REER to within 5% of its all-time...
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Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
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