Is South Korea Home to the 'Smartest' Cities in the World?
Hyper-connectedness has emerged as one of six key long-term themes shaping the world’s cities. No other major city globally is permeated with...
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SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
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Toshiba, Hynix and SK Restructuring
Nikkei Asian Review today published an interesting article about Toshiba deal involving SK Hynix. Nikkei's arguments in this particular article are...
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Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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MOONJAEINNOMICS: This Book's Top 10 Highlights & My Thoughts
In this report, we provide some of the main highlights of the recently published book called Moonjaeinnomics (authors work in Maeil Economy Daily,...
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