LX International (001120 KS/Hold)Commodity Momentum Drives Strong Earnings
For 1Q26, LX International reported revenue of W4.2tr (+4% YoY). Operating profit came in at W108.9bn, down 7% YoY but above both our estimate...
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LX International (001120 KS/Hold)Earnings Momentum Returning
For 1Q26, we expect LX International to report operating profit of W103.1bn (above the consensus of W86.4bn). Recently, Indonesian coal prices (ICI...
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Warren Buffett's Increased Stakes in Japanese Trading Houses - Impact on Korean Trading Companies
In this insight, we discuss how Buffett's increased stakes in Japanese trading companies could positively impact Korean trading companies.
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NPS Announces A Reduction in Asset Allocation in Korean Equities to 14.5% of Assets by 2026
On 28 May, NPS announced its new 5 year plan to reduce the asset allocation of Korean equities to 14.5% of total assets at the end of 2026, down...
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NPS - Greater Emphasis of ESG Based Investing for Korean Stocks & Bonds Starting 2021
It has been reported in the past few days that NPS is likely to put a greater emphasis on ESG (environmental, social, & governance) based...
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