Korea Corporate Value Up Weekly Review #1 [Week Ending 14 August 2026]
This is our inaugural issue of Korea Corporate Value Up Weekly. There were 12 companies in Korea that provided corporate value up announcements in...
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Primer: GS Holdings (078930 KS) - Aug 2026
GS Holdings operates as a diversified conglomerate with core interests in the energy and retail sectors, making its earnings susceptible to...
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Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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KRX Foreign Holding Weekly (Oct 2nd): SK Hynix, Samsung Electronics, Woori Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Woori Financial,...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2026
In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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