Primer: Grand Korea Leisure (114090 KS) - Aug 2026
Recovery Play on Tourism: Grand Korea Leisure (GKL) represents a direct investment into the recovery of South Korea's inbound tourism market....
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Chinese Government Announces a No-Visa Policy for South Korean Citizens Entering China
The Chinese government suddenly announced it will waive visa requirements for South Korean citizens entering China. This is likely to have a major...
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Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
345 Views
Inclusion of 'Shareholder Value Improvement' Mgmt Evaluation Reforms for Listed Govt Enterprises
It was reported today in numerous local media that there will be an inclusion of 'shareholder value improvement' management evaluation criteria for...
545 Views
Three Major Reasons Why Korean Casinos Are Likely to Outperform the Market This Year
We discuss three main reasons why we believe Korean casinos are likely to continue to outperform the market this year including a hedge against...
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