Korean Telcos: Free Cash Flow Stability. KT Now Our Preferred Pick
Recent results from the Korean telcos show a continued pattern of a very benign operating and competitive environment with mid-single digit EBITDA...
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SK Group's Risky Game for Hynix
SK Hynix made an official announcement for US$2.7bil investment on the construction of its new memory chip production line (US$1.9bil for NAND and...
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SK Restructuring Update - Gained Confidence About DRAM Biz (Daesung Industrial Gases Buyout Part 2)
In my previous insight on SK restructuring, I said the the most likely scenario would be SKT split-up and SKT Holdco+SK Holdco merger. Why? It is...
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President Park's Impeachment Is Passed - Impact on Korea's Chaebol Restructuring Stocks
President Park’s impeachment was passed by the parliament. Now, Korea’s Constitutional Court will review the legitimacy of this motion to impeach...
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Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
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