A Visit to Daiso in Seoul - A Retail Giant Crushing the Competition
I recently visited Daiso near Seoul Station. Daiso is one of the few off-line stores that has been crushing the competition in Korea in the past...
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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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GS Retail (007070 KS/Buy)Efforts to Improve Fundamentals Accelerating
For 3Q25, GS Retail reported above-consensus results, with revenue of W3.21tr (+5% YoY) and operating profit of W111.1bn (+32% YoY).
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GS Retail (007070 KS/Buy)Convenience Store Competitiveness Recovering; Earnings Forecasts Revised Up
We expect GS Retail to post above-consensus 3Q25 results, with revenue of W3.15tr (+3% YoY) and operating profit of W98bn (+22% YoY).
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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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