Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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Disruptive T-Commerce Leader in Korea
Kthitel Co Ltd (KTH) is the forefront leader of disruptive T-commerce service in Korea. We expect T-commerce market in Korea to jump from 79...
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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
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Share Buybacks in Korea - Top 9 Insights
In this report, we highlight 39 companies that have announced share buybacks in the past three months (Dec 2015 - Feb 2016) in Korea. We provide...
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