Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
1.2k Views
Asian Equities: Korea - If Not Memory, Then What?
​KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
203 Views
Primer: Hyundai Dept Store Co (069960 KS) - May 2026
Hyundai Department Store is a key player in South Korea's premium retail market, operating in a tight triopoly and holding a significant market...
105 Views
Hyundai Department Store (069960 KS/Buy)Department Stores Entering Strong Growth Phase
For 3Q25, Hyundai Department Store (HDS) posted below-consensus results, with net revenue of W1.01tr (-3% YoY) and operating profit of W72.6bn...
300 Views
[2026 Outlook] Retail/ApparelSlowing Outbound Travel and Rising Inbound Tourism
Outbound travel from Korea, which recovered to pre-pandemic levels in 2024, has stabilized at a single-digit growth rate in 2025. As a result,...
295 Views