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

A Big Exodus of Capital Outflow from Korea to US Tech Stocks

Korea Stock Market Monthly Recap #49 (July 2020)

A Disturbing Trend Among Korean Investors but an Opportunity for Smartkarma & Others?

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

Thematic (Sector/Industry)

South korea Financials / Thematic (Sector/Industry)

South Korean President Moon Jae-in says it’s a “common global phenomenon” for the government to actively intervene in housing market issues by strengthening taxation on homes, rather than leaving the issues to the market. * Moon made the comments during regular meeting with his senior secretaries * Government will take responsibility to eradicate speculation in housing markets * Housing markets have begun to stabilize on recent strong measures by the government * To create housing supervisory agency if needed
source: Bloomberg

South Korean President Moon Jae-in says it’s a “common global phenomenon” for the government to actively intervene in housing market issues by strengthening taxation on homes, rather than leaving the issues to the market. * Moon made the comments during regular meeting with his senior secretaries * Government will take responsibility to eradicate speculation in housing markets * Housing markets have begun to stabilize on recent strong measures by the government * To create housing supervisory agency if needed
source: Bloomberg

Korea Stock Exchange Kospi Index (KOSPI INDEX)

Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX EQUITY)

The Great Migration from Real Estate to Equities in the Cheapest Most Expensive Stock Market