Hanon Systems: Still Tough and Prefer Mando
Hanon Systems (018880 KS) share price has come off by 25% since last year's May and has not participated in the recovery like the other Korean...
482 Views
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
594 Views
NCsoft Plans to Buy a Big Piece of Land in Pangyo - A Short Term Negative
On 16 April after the market close, it was reported in several local media reported that NCsoft Corp (036570 KS) plans to buy a big piece of land...
490 Views
Hyundai Steel: Three Key Catalysts
After the COVID-19 panic selling in Korea, companies with more than $1 billion in market cap and those that are trading at "dirt-cheap" valuations...
591 Views
Hyundai Mobis/Motor Pair Trade: Capitalize on Misinterpretation by Market
Hyundai Mobis and its big brother Motor are also suitable for pairs trading. Their correlation has consistently hovered around and above +0.7. As...
532 Views