[2H26 Outlook] ConstructionNuclear Momentum: Time to Deliver
Earlier in 2026, shares of major Korean construction companies rallied on expectations for participation in overseas nuclear power projects and...
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Asian Equities: The Earnings Juggernaut Is Rolling on and Getting Broad-Based
Asian EPS est are soaring driven by KR & TW tech. CN had modest upgrade over past 6 months & HK was downgraded. Spill-over from tech into...
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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[February] Positioning for the Market’s Next Phase
Because the rally has been primarily earnings-driven, valuation pressure remains limited, with the KOSPI’s 12-month forward P/E standing at 10.6x.
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KRX Short Interest Weekly (Sep 25th): SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan Enerbility
We analyzed KRX short interest report for the past week and highlighted short interest changes in SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan...
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