KB Financial Placement - An Expected Sale in a Favorable Macro Environment
POSCO (005490 KS) is selling 7.7m shares of KB Financial Group Inc (105560 KS) for approximately US$377m. The deal represents 1.8% of KB...
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Industrial Capsule: Monetary Intermediation in South Korea
OverviewSouth Korea’s monetary intermediation industry grew by 7% in 2016, well above the average growth rate of 2% over 2011-2016. Growth was...
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An Update on Korea's Household Debt & Four Headwinds on the Korean Banking Sector
This is an update on Korea's household debt.Conrad DeQuadros recently issued a report called An Update on U.S. Household Debt and we wanted to make...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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