Loading up in Korean Stocks
We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi...
353 Views
MS-South Korea Index Earning Revision (Apr): KEPCO, SKSQUARE, SK Innovation, Samsung SDI, KAL
We analyzed MS-South Korea's consensus for Apr 2026 and highlighted changes of EPS in KEPCO, SKSQUARE, SK Innovation, Samsung SDI, KAL, Samsung...
170 Views
Korean Stock Market Trade Pattern Analysis for Oct 16-20
We have a very interesting trade pattern last week. Local institutions continued to have their selling mood as they have net sold ₩783.7bil worth...
308 Views
Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
1.3k Views
EM Indices Losing Credibility, as N. Korea Raises Trade Conflict Risks
Global investors are increasingly viewing EM indices as no longer fit for purpose - Norway’s $980bn SWF has stated that EM debt exposure no longer...
267 Views