The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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Daewoo E&C - Downside Risks Ahead (Part 1)
We believe that Daewoo Engineering & Constr (047040 KS) is exposed to further downside risks in the coming months. Despite the company's...
436 Views
Three Scenarios of Hyundai Motor Restructuring - Including the Latest One Raised by GS
As I have repeatedly said in my previous insights, Hyundai Motor Group is strongly motivated to make a restructuring move soon. Of course, it has...
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Hyundai Motor Group Restructuring Update - Newly Emerging Scenario
Hyundai Motor Group has the worst circular shareholding structure among Korean chaebols. Nonetheless, Hyundai Motor Group seems to be taking more...
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Korean Construction Stocks Are in Trouble Post Trump Win
We believe that with Trump as the next US President, there will likely be many casualties in the Korean stock market. We believe that going...
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