KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Samsung Elec...
809 Views
Samsung C&T: Updated NAV Analysis + A Key Beneficiary of Share Price Rise of Samsung Electronics
Our NAV analysis of Samsung C&T suggests implied market cap of 43 trillion won or target price of 253,146 won per share which is 28% higher than...
1.2k Views
KRX Foreign Holding Weekly (Oct 3rd): SK Hynix, Samsung Electronics, Samsung Elec (PREF), NAVER
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Samsung Elec...
399 Views
A Clear Understanding of the Narrative Around Easing Bank–Industry Separation in Korea
This post provides a clear overview and context for understanding the narrative around the easing of bank–industry separation in Korea.
2k Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
506 Views