16 Quotes by Song Ho
- Author Song Ho
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The outlook for the domestic economy this year is even better than last year's. Strong fundamentals should continue to support the stock market's advance.
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- Author Song Ho
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He'll probably be in a better position to push for the asset sales, higher dividends and other demands he's been making now that he's inside. Things could heat up.
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Korean yards can concentrate on high-end products like LNG carriers. China's yards are coming from a fairly low productivity base.
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It all depends how much support they can win from other foreign shareholders, including Franklin Mutual Advisers.
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This reflects the leadership they have in the industry and it's positive for their stock prices.
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Falling prices raise concerns that growth in the industry will slow, hurting earnings at chipmakers.
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The speed of capacity increases in China is somewhat threatening to Korean shipbuilders.
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Technology companies will see a recovery in earnings in the second half so the outlook for the industry is positive.
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Oil is the biggest factor affecting the market right now, so an easing in prices helps investor sentiment.
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