Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 14 April 2025)
Our top 10 picks in the most recent bi-weekly was down 2.5% on average, outperforming KOSPI which was down 4.9% in the same period.
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DN Solutions IPO - Thoughts on Valuations - Probably Needs a Price Cut
DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note we...
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DN Solutions Pre-IPO - Peer Comparison
DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we...
651 Views
DN Solutions Pre-IPO - The Negatives - Stagnant Volumes
DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we...
460 Views
[Quiddity Index Mar25] KOSPI 200 Leaderboard Jun25: 6 ADDs and 6 DELETEs
The KOSPI Leaderboard for the June 2025 rebal. One ad hoc change took the top reserve name when one name became ineligible - changes our June setup...
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