Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
1.2k Views
Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
21 Views
Korean Food & Beverage: An Outperforming Sector Beating Inflation & KOSPI
In this insight, we discuss the share price performances of the top 50 F&B companies in Korea and whether these Korean F&B companies could continue...
495 Views
Korea Value-Up Index Rebalance: US$1.4bn Round-Trip Trade Tomorrow
There are 20 adds and 19 deletes for the index in June, plus large capping changes for Samsung Electronics and SK Hynix, leading to one-way...
224 Views
A Comprehensive List of 50 Stocks Affected by a Prolonged Japan-South Korea Conflict
In this report, we provide a comprehensive list of 50 stocks (in the Korean stock market) that are affected the most by a prolonged conflict...
828 Views