Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2026
In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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FnGuide Top 10 Rebal Trade Today: 25% Cap Confirmed
This post looks into today’s FnGuide Top 10 rebalance, with the 25% cap application confirmed, and Samsung C&T’s potential intraday spike one to...
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Samsung C&T: Updated NAV Valuation + Positive Impact from Samsung Electronics' Special Dividend
In this insight, I provide an updated NAV valuation analysis of Samsung C&T and also discuss the impact of the positive impact from Samsung...
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Korea Value Up Index - Surprising Inclusions and Exclusions
There are many surprising inclusions and exclusions in the Korea Value Up Index. We provide 30 companies that are surprising inclusions and 10...
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Truston Asset Managment Goes Activist on KCC Corp
Truston Asset Management started to go activist on KCC. Truston urges that KCC needs to sell its stake in Samsung C&T or issue an EB backed by...
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