Primer: APR (278470 KS) - Aug 2026
APR is rapidly solidifying its position as a global beauty-tech leader, driven by the success of its innovative at-home beauty devices 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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Goodai Global (Unlisted) - The Most Aggressive M&A Player in the Korean Cosmetics Industry
Goodai Global is the most aggressive M&A player in the Korean cosmetics industry. It has grown its business mainly through M&As. Goodai's value is...
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The Stocks to Own in Asia – Vol. 54
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, 10 new join the fray.
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