GS E&C (006360 KS/Buy)Solid Results, but Some Concerns Remain
For 3Q25, GS E&C announced consolidated revenue of W3.21tr (+3.2% YoY) and operating profit of W148.5bn (+82% YoY), with the latter beating the...
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GS E&C (006360 KS/Buy)In-Line Results Expected
For 3Q25, we expect GS E&C to report consolidated revenue of W2.97tr (-4.3% YoY) and operating profit of W104.4bn (+27.6% YoY), with the latter...
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Flagging a New Passive Flow Trading Opportunity Triggered by Korea’s Divvy Policy Momentum
This post flags a new passive flow trade kicking in on Korea’s divvy policy momentum, with upcoming index reshuffles and strong dividend trends...
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A Pair Trade Between DL Holdings and DL E&C
In this insight, we discuss a pair trade between DL Holdings Co (000210 KS) (go long) and DL E&C (375500 KS) (go short).
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Yoon’s Impeachment Confirmed: Key Timeline & Regime Change Trade
Yoon’s impeachment confirmed: What is the immediate impact on the local stock market, and which sectors are likely to move.
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