Shareholder Returns of Japanese Trading Companies Invested By Buffett Vs Top Korean Trading/Holdcos
In this insight, we provide detailed comparisons of the five major Japanese trading companies and five major Korean holdcos/trading companies.
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Trump Catalyst - Korean Shipbuilding Sector
KDB is pushing for the sale of some of its Hanwha Ocean shares (13 million initially, more later on) through block deal sale which is likely to...
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Lee Jae-Myung's Campaign Pledge - Cancellation of Treasury Shares
Lee Jae-Myung (who is leading in most election polls) has mentioned cancellation of treasury shares as one of the key campaign pledges to improve...
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Sanil Electric US$1.1bn Lockup Expiry - Tempting to Book 2x Gains in Six Months
Sanil Electric (062040 KS) listed in Korea on 29th July 2024 after raising US$193m. Its six-month lockup will expire on 29th Jan 2025.
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Doosan Corp - NAV Valuation Analysis Amid Index Rebalance Expectations
Our NAV analysis of Doosan Corp suggests an implied market cap of 3.9 trillion won or implied price per share of 235,039 won which is 17.2% lower...
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