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
Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
2.2k Views
2024 High Conviction: Orion Corp
We are positive on Orion Corp. Regardless of the overall market movement next year (up or down), we believe Orion Corp could outperform KOSPI in...
1.1k Views
Primer: Orion Holdings (001800 KS) - Dec 2025
Orion Holdings is a leading South Korean confectionery company with a strong brand portfolio, including the iconic 'Choco Pie', and a...
255 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2025
A whopping 87% (33 out of 38) holdcos/quasi holdcos outperformed their opco counterparts in the past three months, which is one of the best ever in...
466 Views