Korea: Short Selling Is Back in March; Trade Ideas
Short selling in Korea commences from Monday. There will be a lot of interest in shorting stocks/sectors depending on how they have performed since...
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2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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Primer: Amorepacific Corporation (Preferred) (090435 KS) - Aug 2026
Global Expansion Driving Growth: Amorepacific is successfully rebalancing its geographic exposure, with significant growth in North America and...
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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...
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Asian Equities: Korea - If Not Memory, Then What?
KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
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