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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The Stocks to Own in Asia – Vol. 54
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, 10 new join the fray.
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HD Hyundai 267250 KS Nov 4, 2025 - Record-High Quarterly Earnings
Lift TP by 18% on higher NAV from share gains in strong consolidated subsidiaries. Most consolidated subsidiaries beat consensus, posting record...
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Power Infrastructure (Overweight/Initiate)Still Plenty of Runway Ahead
To gauge the direction of the power infrastructure/equipment cycle, market participants have relied mostly on a range of traditional indicators,...
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The Stocks to Own in Asia – Vol. 53
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, 11 new join the...
144 Views