OCI Holdings: Beneficiary of a Polysilicon Contract to SpaceX but NAV Analysis Suggests Fully Valued
OCI Holdings' share price rose by 24.9% to 235,000 won on 15 April, which was mainly due to news about the company's new solar polysilicon supply...
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OCI Holdings (010060 KS/Buy)Positive Polysilicon Catalysts Coming into View
Positive polysilicon catalysts coming into viewMaintain Buy and TP of W146,000; still our top pick in the sector We maintain our Buy rating on OCI...
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OCI Holdings (010060 KS/Buy)Outlook Remains Solid Despite Disappointing 3Q25 Results
We maintain our Buy rating on OCI Holdings and raise our target price to W146,000 (from W131,000), as we revised up both our 12-month forward...
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OCI Holdings (010060 KS/Buy)Full-Scale Entry into Wafer Segment; Now Is the Time to Buy
We raise our target price for OCI Holdings to W131,000 (from W128,000) to reflect contributions to 2026 earnings stemming from its acquisition of a...
451 Views
Korea’s Next Policy Trade: Locals’ Screens for Dividend Tax Reform Plays
This post explores the next key policy trade in Korea’s equity landscape and how local desks are screening to identify prime dividend tax reform...
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