Asia Real Estate Tracker (07-Jan-2026): Blackstone sells Perth self-storage for over $101M.
Blackstone sold Perth self-storage assets for $101M, Morgan Stanley predicts Hong Kong home prices to rise 10%, while GDS secured $2B equity and...
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Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
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Elice Group IPO Valuation Analysis
My base case valuation of Elice Group is target price of 62,353 won per share. This is 11.4% lower than the low end of the IPO price range.
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KRX Short Interest Weekly (Sep 11th): DB HiTek, SK Hynix, WONIK IPS, KEPCO E&C, Hanmi Semi
We analyzed KRX short interest report for the past week and highlighted short interest changes in DB HiTek, SK Hynix, WONIK IPS, KEPCO E&C, Hanmi...
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South Korean President Yoon's Address to the Nation: Focus on Election Integrity and Election Fraud
The biggest takeaway from President Yoon's address to the nation today was his focus on election integrity and election fraud.
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