Updated NAV Analysis of Doosan Corp Amid IPO of Doosan Robotics
Our updated NAV analysis of Doosan Corp (000150 KS) suggests implied market cap of 3.6 trillion won or target price of 217,392 won which is 47%...
370 Views
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.
548 Views
Observations on Post-Election Flows of Value-Up Stocks, Based on Recent Local Institutional Trades
This post outlines my observations on the post-election flows of Value-up beneficiary stocks, derived from recent local institutional trades.
366 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
389 Views
KRX Short Interest Weekly (Mar 8th): Enchem, Hmm
We analyzed KRX short interest report for the past week and highlighted short interest changes in Enchem Co Ltd, and Hmm Co Ltd.
242 Views