HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning
HSIL announced the September review result on 21 Aug 2026 after market close. We forecast 53 southbound Connect ADDs and 15 DELETEs. We review the...
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MS-South Korea Index Earning Revision (Jul): KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE
We analyzed MS-South Korea's consensus for Jul 2026 and highlighted changes of EPS in KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE, Shinhan...
176 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views
MS-South Korea Index Earning Revision (May): ECOPRO, HD HYUNDAI, SK, SKSQUARE, SK Innovation
We analyzed MS-South Korea's consensus for May 2026 and highlighted changes of EPS in ECOPRO, HD HYUNDAI, SK, SKSQUARE, SK Innovation, SK Hynix,...
134 Views
Aequitas: Kbank Lockup Expiry - Smaller Release Now, with Larger Ones to Follow Soon
K Bank (279570 KS) raised around US$340m in its South Korean IPO in March 2026. The lockup on its pre-IPO investors is set to expire soon.
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