Corporate Value Up in Korea - Focus On Reducing Outstanding Shares and Comparison to M7
Top 10 companies in KOSPI (ranked by market cap) that reduced their outstanding shares (from end of 2019 to 5 Sept 24) experienced average share...
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Samsung C&T: Corporate Value-Up + Reduced Overhang Post Final Lee Family Inheritance Tax in 2025
We provide an updated NAV analysis of Samsung C&T, discuss the reduced overhang post final Lee family inheritance tax payment, and provide further...
575 Views
POSCO Group Corporate Value Pre-Announcements: Trading Angle
There could be some interesting trading angles for POSCO Holdings, POSCO Future M, and POSCO International in the next several months, ahead of the...
409 Views
KRX Foreign Holding Weekly (Aug 30th): Sk Hynix, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Sk Hynix, Samsungelec.
345 Views
South Korean Financials: Conviction Move Higher in Positioning
South Korean Financials are experiencing a significant increase in fund ownership. Average fund weights are approaching record highs at 1.94%,...
332 Views