Korea Stock Market Monthly Recap #18 - (September 2017)
In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...
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Sindoh (Sindoricoh) - Poised to Lead the 3D Printing Revolution in Korea
We believe that Sindoh Co Ltd (029530 KS) (also called Sindoricoh) is well positioned to lead the 3D revolution in Korea. There are three major...
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Stark Reality of VR Market - Telcos Are Pushing VR for 5G in Korea
Virtual Reality (VR) is not really taking off. We had and we are still having high expectations on VR, but the actual sales numbers are quite...
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Playtika Deal for Netmarble: Timely Move for IPO
Netmarble Games is said to have joined the bid for "Playtika". This deal is believed to go as high as USD4bil. Netmarble already submitted a LOI....
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We Are Number Two, So We Try Harder
If you are from the US, you may remember the famous ad slogan by Avis rental car company, "We are number two, so we try harder." In the social...
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