Primer: Shinsegae (004170 KS) - Aug 2026
Shinsegae is a premier South Korean department store operator, strongly positioned in the high-growth luxury goods sector, which constitutes a...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Asian Equities: Korea - If Not Memory, Then What?
KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
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Korea Small Cap Gem #49: Chunil Express
Seoul Express Bus Terminal is finally being redeveloped. Chunil Express owns 16.67% stake in Seoul Express Bus Terminal. Chunil Express' share...
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Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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