Surprises May Emerge from Samsung's Possible Feud with Government: Long SEC/Short SDS & C&T? Not Yet
Seoul High Court made a very surprising ruling. Seoul High Court ordered Samsung C&T to recalculate stock buyback from shareholders opposing to...
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Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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Alipay's Plan to Create JV with Hana Financial: Impacts on Samsung's Wooribank Deal
Apparently, Jack Ma’s Alipay is aiming to establish a joint-venture with Hana Financial Group in Korea. Even, Alipay is planning to do IPO in...
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Korean Construction Stocks - Household Debt Is the Achilles Heel
This is a follow-up to the warning on the Korean construction stocks which we issued more than a month ago. Warning on Korean Construction Stocks:...
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