Discussions with Korean Telcos on the 5G Service Roll-Out
This report details the discussions we recently had with the major Korean telcos regarding their plans for 5G service roll-out and capex plans. It...
216 Views
The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
221 Views
Top 50 Beaten-Down THAAD Related Stocks That Are Recovering (Part 2) - Buy on Rumor, Sell on News?
About a month ago, we provided a list of 50 stocks in Korea in our note, Comprehensive List of Top 50 Beaten-Down THAAD Related Stocks That Are...
134 Views
Korea Stock Market Monthly Recap #20 (November 2017)
In November, there was continued sector rotation in Korea, with investors selling some of the market leading IT names and buying healthcare, media...
160 Views
21 Things Worth Knowing (#10)
In Today's IssueA Corruption convention, chicken nuggets, rampant growth of corporate market power, Turkish airport passenger growth, reducing...
148 Views