Smartkarma’s Week That Was in JP/KR: Market Turbulence 10 Years After 2008, Coway, & Celltrion
The Korean and Japanese stock markets have fallen sharply in October. Nikkei is down 12% and KOSPI is down 14% in October. It has been 10 years...
318 Views
Samsung SDI: Major Highlights of 3Q18 Earnings Conference Call
Samsung Sdi (006400 KS) reported its 3Q18 earnings on October 26th. It reported sales of 2,522.8 billion won (46.6% higher YoY and 0.4% lower than...
390 Views
Samsung C&T Placement - Expected Selldown Some Overhang Removed but There's Still KCC's Stake
Samsung Electro Mechanics (009150 KS) and Samsung Fire (000810 KS) are looking to sell their entire stake in Samsung C&T (028260 KS) for...
437 Views
Lithium 'Glut' Fears Overblown, as Solid State Battery Progress Slows…
‘Solid state batteries are already working in the lab, but bringing them to production is proving incredibly difficult…’ Dr. Ian Robertson, head...
301 Views
Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
445 Views