Yoon Suk-Yeol Becomes the New President of South Korea
Yoon Suk-Yeol was elected the new President of South Korea on 10 March. Can he become the first ever hero President in South Korea, in the likes of...
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Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
599 Views
Large Korean E&C Companies: Biggest Beneficiaries of End of War in Iran (Reconstruction)
In this insight, I argue how the large Korean E&C companies could be the biggest beneficiaries of the end of the war in Iran due to large...
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One Simple Rule to Beat the Market in Korea - SAMSUNG
In this report, we provide one simple rule to beat the market in Korea, which is to stick with the Samsung Group.We want to state the...
462 Views
Korea Value-Up Index Rebalance: US$1.4bn Round-Trip Trade Tomorrow
There are 20 adds and 19 deletes for the index in June, plus large capping changes for Samsung Electronics and SK Hynix, leading to one-way...
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