Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 14 April 2025)
Our top 10 picks in the most recent bi-weekly was down 2.5% on average, outperforming KOSPI which was down 4.9% in the same period.
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June Value-Up Rebalance: Hype Fading, But Key Flags Remain
This post gives a quick pulse check on the June Value-up Index rebalance—hype’s cooling off, but there are still a few key things to flag.
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LG Electronics India Pre-IPO - Thoughts on Valuation
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
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Tariff: New World Order?
Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.
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KRX Foreign Holding Weekly (Apr 4th): SK Hynix, Hyundai Motor, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hyundai Motor, Samsung Electronics.
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