EM Telcos: MSCI Exclusions Force Exodus from Sector
Telcos exposure among active Emerging Market funds is in free fall. Average holding weights stand at 1.70% and a record low of just 65.1% of funds...
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Shinsegae Group's Stock Swap With Naver & Entrance of SKT to Buy Ebay Korea
In this insight, we discuss the impact of the Shinsegae Group companies conducting stock swaps with Naver. We also discuss the impact of SK Telecom...
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Top 14 Korean Companies That May List in the US Stock Exchanges - Close The "Korea Discount Gap"
In this insight, we discuss 14 major Korean companies that may try to list their shares in the US exchanges in the next several years in order to...
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Warren Buffett Invests Big in Verizon - Impact on SK Telecom
Warren Buffett buying a big amount of Verizon is another example of a rotation into value from growth. This may also lead to more investors...
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Coupang Pre-IPO - Fair Bit of Competition but It's Doing Better than Most Local Peers
Coupang (CPNG US) , the largest product e-commerce player in Korea, aims to raise around US$3bn in its US listing via a mix of selling primary and...
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