HD Hyundai: Updated NAV Analysis and Record Results in 1Q 2026
My base case NAV valuation of HD Hyundai is market cap of 30 trillion won or target price of 380,300 won per share which represents 27.4% higher...
126 Views
The Yara Birkeland: The World's First Autonomous Ship -Â Kongsberg's Answer to Tesla?
The Yara Birkeland will be the world's first unmanned container vessel running on electric power that was developed by Kongsberg of Norway for the...
1k Views
The Psychology & Evidence Behind V-Shaped Rights Offerings in Korea
This report is about the psychology and evidence based analysis behind the "V-Shaped" rights offerings in Korea. We have included 19 rights...
344 Views
Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
490 Views
The Week in N.Asia@Smartkarma: Softbank/Charter, Autos and The Most Interesting Tyre Co in the World
JapanSoftbank and CharterPelham Smithers Associates writes in SoftBank (9984) - To Bid for Charter? about Softbank's newfound ability to handle...
372 Views