Korea: Short Selling Is Back in March; Trade Ideas
Short selling in Korea commences from Monday. There will be a lot of interest in shorting stocks/sectors depending on how they have performed since...
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Primer: LG H&H (Pref) (051905 KS) - Aug 2026
LG H&H is navigating a challenging period marked by underperformance in its core Beauty division, primarily due to a heavy reliance on the...
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Primer: LG H&H (051900 KS) - Aug 2026
LG H&H is navigating a significant strategic pivot, marked by the appointment of a new CEO and a shift in focus from a heavy reliance on...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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LG H&H (051900 KS/Hold)More Time Needed
For 4Q25, LG H&H reported revenue of W1.47tr (-9% YoY) and an operating loss of W72.7bn (swinging to red; -W116.1bn YoY), sharply missing the...
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