Trump Trade: Korean Construction Vs Military Stocks Amid Potential End of War in Ukraine?
Although it is UNCERTAIN when the wars in Ukraine and the Middle East will end, if these wars indeed come to an end, this could POSITIVELY IMPACT...
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KRX Foreign Holding Weekly (Oct 4th): Sk Hynix, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Sk Hynix, Samsung Electronics.
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Sanil Electric IPO - Stars Aligned with High Growth and Strong Sentiment
Sanil Electric (062040 KS) is looking to raise up to US$165m in its Korean IPO. In this note, we undertake a quick peer comparison and share our...
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Sanil Electric IPO - Strong Profitability Growth, but Highly Dependent on Its Top Customers
Sanil Electric (062040 KS) is looking to raise up to US$164m in its Korean IPO. In this note, we talk about the company’s historical performance.
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Webtoon Entertainment Pre-IPO - The Negatives - Korea Revenue Declined, JP Acquisition to the Rescue
Webtoon Entertainment (WBTN US) is looking to raise up to US$500m in its US IPO. In this note, we talk about the not-so-positive aspects of the deal.
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