South Korean REITs May Have Bottomed
There are signs that the South Korean REIT market may have bottomed in the past 3-6 months after significant market underperformance from 2021 to...
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Doosan Robotics IPO - Thoughts on Valuation - A Punt at Best, a Crash at Worst
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. comparison. In this note, we talk about valuation.
684 Views
Smartkarma Originals
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
734 Views
An Update on Samsung Electronics Chairman Lee Jae-Yong and His Family Members' Inheritance Taxes
Once Lee Jae-Yong makes the final inheritance tax payment next year (April 2026), he can start to reinvest his dividend income in various Samsung...
520 Views
Samsung Biologics: Creation of a Holding Company to Split CDMO and Biosimilar Businesses
On 22 May, Samsung Biologics (207940 KS) announced that that it plans to establish a new holding company called Samsung Bioepis Holdings through a...
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