Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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A Surprising Low Increase of Minimum Wages in Korea in 2021
It was announced after the market close yesterday that the minimum wage for 2021 has been determined at 8,720 won, up 1.5% YoY, which would be the...
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Dalgona Coffee - The Hottest Drink in Korea Right Now
Dalgona coffee is the hottest drink in Korea right now. It has also become an international Internet sensation. One of the key beneficiaries of the...
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Soulbrain's Demerger & Distribution of Subsidiaries: The Loss Is Bigger Than The Gain
Last January, Soulbrain (036830 KS) announced to split the company into a holding company and an operating company. The shareholders' meeting for...
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BGF Stub At -2.1σ: Bet on a Short-Term Reversion, Although a Structural Reversion Isn't Ahead Yet
The BGF stub is again in a position where it needs our attention. The pair is currently at -2.1σ on a 20D MA. The holding company fell 3.2% this...
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