DN Solutions Pre-IPO - The Positives - Growing Market Share
DN Solutions (298440 KS) (DNS) aims to raise around US$1.1bn in its Korea IPO via selling a mix of primary and secondary shares. In this note, we...
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What Is NPS Buying and Selling in the Korean Stock Market in 2025 So Far?
One of the big drivers of higher share prices of Korean stock market this year has been the strong net buying by the NPS. Pension funds in Korea...
549 Views
HD Hyundai Marine Placement - Very Well Flagged but Overhang Remains
KKR & Co (KKR US) is looking to raise around US$160m via selling some of its stake in HD Hyundai Marine Solution (443060 KS) . In this note, we...
542 Views
Sanil Electric US$1.1bn Lockup Expiry - Tempting to Book 2x Gains in Six Months
Sanil Electric (062040 KS) listed in Korea on 29th July 2024 after raising US$193m. Its six-month lockup will expire on 29th Jan 2025.
655 Views
Doosan Corp - NAV Valuation Analysis Amid Index Rebalance Expectations
Our NAV analysis of Doosan Corp suggests an implied market cap of 3.9 trillion won or implied price per share of 235,039 won which is 17.2% lower...
369 Views