Asian Dividend Gems: HD Hyundai
FTC decided to conditionally approve the acquisition of STX Heavy Industries by HD Korea Shipbuilding & Marine Engineering. With this business...
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HD Korea Shipbuilding & Offshore Engineering - Subsidiary Growth and Attractive Dividends...
For 3Q25, HD Korea Shipbuilding & Offshore Engineering (HD KSOE) reported revenue of W7.58tr (+21.4% YoY; 7.2% above the consensus) and operating...
266 Views
009540 KS - Subsidiary Growth and Attractive Dividends Coming into Focus
For 3Q25, HD Korea Shipbuilding & Offshore Engineering (HD KSOE) reported revenue of W7.58tr (+21.4% YoY; 7.2% above the consensus) and operating...
313 Views
Korea’s Next Policy Play: NAV Discount Squeeze on Low‑Float Large Caps
This post lays out a live watchlist for NAV discount traders as Korea’s policy narrative shifts to low‑float large caps.
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Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
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