Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.5k Views
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
978 Views
Korea Small Cap Gem #51: Hanssem (Cancellation of 29.5% of Outstanding Shares)
After the market close on 22 December, Hanssem Co Ltd (009240 KS) announced that it will cancel all of its 6.933 million treasury shares (29.5% of...
585 Views
HDC Hyundai Development: Permanent Business License Cancellation or Temporary Business Suspension?
On 28 January, the Ministry of Land, Infrastructure and Transport announced that it has recommended the heaviest punishment of the cancellation of...
532 Views