MS-South Korea Index Earning Revision (Sep): SK Hynix, Samsung Electronics, KB Financial, KIH
We analyzed MS-South Korea's consensus for Sep 2026 and highlighted changes of EPS in SK Hynix, Samsung Electronics, KB Financial, Hana Financial,...
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Korean Stock Market - The Best Performing Among Major Countries Indices in 2025
We discuss the five most important factors driving the Korean stock market this year which was the best performing among all major country equity...
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The Stocks to Own in Asia – Vol. 51
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine new join the...
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Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
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The Stocks to Own in Asia – Vol. 50
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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