009540 KS - Subsidiary Growth and Attractive Dividends Coming into Focus
For 3Q25, HD Korea Shipbuilding & Offshore Engineering (HD KSOE) reported revenue of W7.58tr (+21.4% YoY; 7.2% above the consensus) and operating...
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Korea’s Next Policy Play: NAV Discount Squeeze on Low‑Float Large Caps
This post lays out a live watchlist for NAV discount traders as Korea’s policy narrative shifts to low‑float large caps.
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Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
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Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
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Top 10 Korean Stock Picks Bi-Weekly (Starting 20 January 2025)
We are starting a new series of insights called "Top 10 Korean Stock Picks Bi-Weekly." Main purpose of them is to pick top 10 stocks in Korea that...
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