Fresh Intel: Kosdaq Stimulus Drop Date & Key Targets
Fresh intel just in on the government’s Kosdaq stimulus drop date, with a first look at the main target basket likely to catch flows.
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A Review of Korean Small Cap Gems in 2025
In this insight, we review our Korean Small Cap Gem insights that we published in 2025. We published 18 Korea Small Cap Gem Series insights in 2025.
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LG Innotek (011070 KS/Buy)Raise TP on Stronger Substrate Earnings Outlook
We lift our target price for LG Innotek to W320,000 (from W300,000), as we revised up our 2026 operating profit forecast (+30% for substrates)...
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2026 High Conviction Idea: SK Inc
Three main reasons why SK Inc is our high conviction in 2026 include mandatory cancellation of treasury shares, deep discount to NAV, and the end...
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Games (Overweight/Maintain)30% App Store Commission Model Nearing Its End
With games increasingly competing with short-form video platforms for users’ time and attention, the overall gaming market is projected to grow...
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