June Value-Up Rebalance: Hype Fading, But Key Flags Remain
This post gives a quick pulse check on the June Value-up Index rebalance—hype’s cooling off, but there are still a few key things to flag.
393 Views
LG Electronics India Pre-IPO - Thoughts on Valuation
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
1k Views
Tariff: New World Order?
Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.
337 Views
KRX Foreign Holding Weekly (Apr 4th): SK Hynix, Hyundai Motor, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hyundai Motor, Samsung Electronics.
562 Views
20 Korean Stocks That Could Outperform Next 2 Months Amid Tariff War and Local Political Turmoil
In this insight, we discuss 20 Korean stocks that could outperform the market in the next two months amid global tariff war and local political...
762 Views