Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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KT (030200 KS/Buy)Well-Positioned to Benefit from Data Center Expansion
We expect KT to benefit from Korea’s accelerating data center buildout. Because the company plans to add capacity based on actual customer demand...
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Primer: KT Corp Sp Adr (KT US) - Aug 2026
Transition to a Digital Platform Company (DIGICO): KT is strategically shifting from a traditional telecommunications operator to a digital...
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KT (030200 Ks Jan 9, 2025) - Trust to Rebuild, Shares to Recover
4Q25 revenue expected at W6.8tn (+4% YoY), OP at W190bn (YoY turnaround)Earnings should remain on an uptrend, excluding the pre-booked one-offs for...
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Korea Value Up Index - Surprising Inclusions and Exclusions
There are many surprising inclusions and exclusions in the Korea Value Up Index. We provide 30 companies that are surprising inclusions and 10...
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