2018 Korea M&A Preview: What's For Sale?
We highlight 25 Korean companies that are seeking to find new owners through M&A in 2018. Key sectors of M&A in Korea in 2018...
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Year-End Dividend Arbitrage - 5 High Conviction Stocks in KOSPI
Don't forget that this year's ex-dividend date for the Korean companies whose fiscal year ends Dec 31 is Dec 27. This means you have to own (or...
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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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