Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
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Lotte Group Restructuring Part 5 - Issues Regarding Hotel Lotte & Financial Affiliates
Obviously, Lotte restructuring is still far from being done. What is next? The newly created Lotte Holdco first needs to do a tender offer to the...
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The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
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