If you follow Korean companies or travel to Seoul, you have probably noticed that the won seems to have a mind of its own. It weakens when global investors get nervous, it strengthens when chip export...
When a Korean shipbuilder announces a large order, the headline usually reads like a sale. In reality it is the start of a multi-year story: steel is cut, payments arrive in installments, and profit i...
A Korean shipyard can announce a record run of new orders, and its profit can still look weak for another year or two. A few years later, when new orders have slowed, earnings can look excellent. Inve...
If you have ever looked at a chart of the Korean won and wondered why it lurches around more than the euro or the yen, you are noticing something real. The won is a mid-sized currency attached to a ve...
Seoul spent the first hour of Tuesday's session in the red and finished it in the green — a quiet reversal that says more about Korea's export machine than about any single headline. The KOSPI opened ...
