Sanil Electric US$1.1bn Lockup Expiry - Tempting to Book 2x Gains in Six Months
Sanil Electric (062040 KS) listed in Korea on 29th July 2024 after raising US$193m. Its six-month lockup will expire on 29th Jan 2025.
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Doosan Corp - NAV Valuation Analysis Amid Index Rebalance Expectations
Our NAV analysis of Doosan Corp suggests an implied market cap of 3.9 trillion won or implied price per share of 235,039 won which is 17.2% lower...
475 Views
Palantir's Influence on the Political Rallies in Korea & HD Hyundai's 34% Stake in Palantir Korea
We discuss the increasing importance of Palantir on influencing the political rallies in Korea. HD Hyundai's 34% ownership of Palantir Korea is...
1.1k Views
Dividend Procedure Improvement Plan in Compliance with Global Standards Is Passed into Law
Amid chaos in Korean politics (including impeachment of the Acting President Han Duck Soo), the FSC announced that the change in the procedure for...
667 Views
A Special Rebalancing Of Korea Value-Up Index Is Likely in December 2024
KRX announced announced that a special rebalancing of 5 stocks to be included in the ‘Korea Value Up Index’ - KB Financial, Hana Financial, Hyundai...
906 Views