Korea Stock Market Monthly Recap #33 (February 2019)
The top 10 events impacting the Korean stock market, economy, & politics in February were as follows: Amazon and Comcast have submitted initial...
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A Huge Wave of New LNG Projects Coming in the Next 18 Months: Positive for The E&C Companies
Our analysis shows that there are an unbelievable 25+ LNG developers that have stated (within the last year) they will take a final investment...
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Smartkarma’s Week That Was in JP/KR: $30 Billion, 5,000, & 0.97
The last two weeks of August tend to be the "calm before the storm" period in the fall/winter. In this weekly, the "appetizers" include some...
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Two Koreas Economic Cooperation Stocks - Status Update
Well, the June 12 North Korea-US summit was disappointing from a capital market perspective. No new news came out from this summit. So, at this...
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HD Hyundai: Updated NAV Analysis and Record Results in 1Q 2026
My base case NAV valuation of HD Hyundai is market cap of 30 trillion won or target price of 380,300 won per share which represents 27.4% higher...
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