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Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
Brian Freitas
403 Views
Asian Defence Contractors: Up In Arms
Defence spending beneficiaries include Hyundai Rotem (064350 KS) and Aerospace Industrial Development (2634 TT). For relval, short Poongsan Corp...
David Blennerhassett
360 Views
Short Interest Movements (Q1 2023): HK, Korea, Taiwan, Australia
The Insight looks at movements in short interest across HK, Korea, Taiwan and Australia stocks over Q1 and highlights large increases/decreases in...
Brian Freitas
401 Views
Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI
Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...
Douglas Kim
278 Views
Top 14 Korean Stocks to Benefit from Mohammed Bin Salman's Visit to South Korea in October/November
In this insight, we discuss the top 14 stocks in Korea that could benefit from Saudi Arabia's Mohammed bin Salman's visit of South Korea in a...
Douglas Kim
231 Views