NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
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Smartkarma's Week That Was in JP/KR: Telcos, Cosmetics, Retail, Semi Wafers, and Korean LCCs
Something perhaps of a "slow week" in the midst of July doldrums as "only" 160 insights were published on the Smartkarma platform from mid-day July...
608 Views
[Quiddity Index] KOSPI 200 Leaderboard for Dec25 Rebal: Final Predictions; 5 ADDs, 6 DELs, 1 IR Chg
Our final predictions for the KOSPI Dec25 rebalance are within. There is a spinoff to come which will mean 5 ADDs 6 DELs and an intra-review change...
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Lotte Global Logistics IPO - Thoughts on Peer Comp and Valuation
Lotte Global Logistics aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk about...
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Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates
Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.
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