LG Corp: Updated NAV Analysis Amid Ongoing Corporate Value Up Program in Korea
Our NAV analysis of LG Corp suggests an implied market cap of 16.3 trillion won or 103,781 won per share which is 16% higher than current share price.
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LG Corp: Updated NAV Analysis & Outperformance Likely Driven by Value Investors
Our NAV analysis of LG Corp suggests an implied market cap of 16.9 trillion won or 107,217 won per share which is 28.4% higher than current share...
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Concerns About A Major Accounting Fraud at Kakao Mobility
FSS is investigating Kakao Mobility for a potential, major accounting fraud. There are suspicions that Kakao Mobility may have artificially...
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LG H&H - A Key Beneficiary of the Return of Chinese Group Tours to Korea
We expect LG H&H to generate 1 trillion won or more in operating profit in 2024 and 2025, which would be 20-25%+ higher than current consensus...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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