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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Primer: Nongshim Co Ltd (004370 KS) - Jun 2026
Dominant Market Leader Leveraging K-Food Wave for Global Expansion: Nongshim is the undisputed leader in the South Korean instant noodle and...
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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...
345 Views
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (6 June to 20 2025)
Top 10 picks in this bi-weekly include Amorepacific Holdings, LG Corp, Hyundai Elevator, CS Wind, SK Hynix, Korea Investment Holdings, Samsung F&M...
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Korean Food & Beverage: An Outperforming Sector Beating Inflation & KOSPI
In this insight, we discuss the share price performances of the top 50 F&B companies in Korea and whether these Korean F&B companies could continue...
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