Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

KMW 3Q19 Earnings Review - A Big Decline in OP Margins on a QoQ Basis

KMW - What's Up Next After Nokia Earnings Disaster?

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<div>One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the New Deal that included a sleeve for data that included AI, 5G and big data spend. </div>
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<div>As investors clamored to these names, everyone forgot one thing - the actual fundamentals of these names.  <a href="https://www.smartkarma.com/entities/kmw-co-ltd" target="_blank" data-smartkarma-citation="entities:2834:1" rel="noopener">KMW Co Ltd (032500 KS)</a> , <a href="https://www.smartkarma.com/entities/ace-technologies-corp" target="_blank" data-smartkarma-citation="entities:7868:1" rel="noopener">Ace Technologies (088800 KS),</a><a href="https://www.smartkarma.com/entities/rftech-co-ltd" target="_blank" data-smartkarma-citation="entities:8820:1" rel="noopener">Rftech Co Ltd (061040 KS)</a> and <a href="https://www.smartkarma.com/entities/rfhic-corp" target="_blank" data-smartkarma-citation="entities:29206:1" rel="noopener">RFHIC Corp (218410 KS)</a> all rode the 5G wave as share price ran and turnover went beyond historical norms. </div>

One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the New Deal that included a sleeve for data that included AI, 5G and big data spend. 

As investors clamored to these names, everyone forgot one thing - the actual fundamentals of these names.  KMW Co Ltd (032500 KS) , Ace Technologies (088800 KS),Rftech Co Ltd (061040 KS) and RFHIC Corp (218410 KS) all rode the 5G wave as share price ran and turnover went beyond historical norms. 

RFHIC Corp

The 5G Problem - SELL Theme Themes