Korean Prefs Vs Common: Closing the Gaps on Select Stocks
We discuss two positive factors pushing greater demand for Korean preference stocks (value & new government) offset by one major negative factor...
524 Views
Significant MoM Increase in Inbound & Outbound Visitors in Korea in April 2022
There were 128k visitors to South Korea in April, up 32% MoM. There were 215k outbound people from South Korea in April 2022, up 48% MoM.
416 Views
LG Corp: First Major Buyback in 22 Years + Improvement in Dividend Policy
After the market close on 27 May, LG Corp (003550 KS) announced a share buyback worth 500 billion won, representing 4.3% of market cap. This is the...
619 Views
Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
655 Views
LG Corp: Updated SoTP Valuation & Key Catalyst of LG CNS IPO
In this insight, we provide an updated SoTP valuation analysis of LG Corp (003550 KS) and discuss some of the key upcoming catalysts including the...
607 Views