🇰🇷🇯🇵 That Was The Week That Was • North Asia 22nd-27th July 2019 @Smartkarma
TW3 NORTH ASIA 22-27 JUNESmartkarma's North Asian Insight providers produced 28 new Insights this week, mostly focused on a deluge of 'events' and...
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SKT's Asiana Takeover & Intermediate Holdco Conversion Timeframe
KDB is scheduled to put out a public notice of Asiana sale on July 25. All attention is now being placed on SK Group. Several other chaebols are...
403 Views
Korean Telcos: 5G Capex Ramp Will Put More Pressure on Already Sub Par Returns
The Korean telco's have outperformed the local index, benefiting from their perceived defensive qualities. That is despite the sharp drop in...
684 Views
Last Week in Event SPACE: Yahoo Japan, Chiyoda, Nexon, AHG, Misawa, Harbin Elect, Advanced Disposal
Last Week in Event SPACE ... The explanation in the Yahoo Japan (4689 JP)'s announcement document for WHY the transaction is occurring is...
573 Views
SK Telecom Stub Valuation: Follow-Up Study
SKT delivered strong 1Q numbers. What's important here is that its key subsidiaries, particularly 11Street and ADT Caps, put up a strong...
582 Views