Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
978 Views
SMEC (099440 KS) Pops As SNT Shifts Its Intent
I wouldn't chase it here. SMEC is trading rich to a key listed peer; and to precedent takeover metrics. Look to enter on any material weakness. ...
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Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (15 to 29 August 2025)
Top 10 picks in this bi-weekly include Samsung Electronics, LG Uplus, Hyundai Elevator, KT&G, KEPCO E&C, Dentium, NCsoft, JYP Entertainment, LG...
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