South Korean REITs May Have Bottomed
There are signs that the South Korean REIT market may have bottomed in the past 3-6 months after significant market underperformance from 2021 to...
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Seoul Real Estate Playbook: Capital Recycling, Value-Add Alpha and Top REIT Proxies
Invesco selling Korner 136 for USD 187m proves aggressive capital recycling and tenant repositioning unlock massive premiums, even in high-cost...
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Primer: ESR Kendall Square REIT (365550 KS) - Apr 2026
Leading Pure-Play Logistics REIT in a High-Growth Market: ESR Kendall Square REIT is South Korea's largest REIT dedicated solely to modern...
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SHORT ESR Kendall Square REIT: Korea Logistics Oversupply & K-REIT Funding
ESR KS REIT faces 2 issues, (1) Korea Logistics over-supply, slow absorpbtion and prolong recovery (2) K-REIT funding. Korea companies raise equity...
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KRX Short Interest Weekly (Sep 4th): Samsung SDI, LG Display, Alteogen, OCI, SK Hynix
We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung SDI, LG Display, Alteogen, OCI, SK Hynix.
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