Upgrading Europe to Overweight; Supports Holding on MSCI ACWI, ACWI Ex-US, EAFE, and EM
Upgrading Europe to Overweight EURO $STOXX 50 $FEZ; Supports Holding on MSCI $ACWI, $ACWX, $EFA, and $EEM. Latest 4-6% pullback remains healthy...
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Austal (ASB AU): Hanwha Ocean’s Compelling Offer for the US Business
Hanwha’s offer is attractive, and securing US approvals should not be an issue. Austal’s valuation remains compelling, with my SoTP valuation of...
133 Views
MS-South Korea Index Earning Revision (Jul): KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE
We analyzed MS-South Korea's consensus for Jul 2026 and highlighted changes of EPS in KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE, Shinhan...
179 Views
KRX Foreign Holding Weekly (Jun 12th): Samsung Electronics, SK Hynix, SKSQUARE, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, SKSQUARE, Samsung...
116 Views
One Simple Rule to Beat the Market in Korea - SAMSUNG
In this report, we provide one simple rule to beat the market in Korea, which is to stick with the Samsung Group.We want to state the...
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