Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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Government Is Being More Friendly to Hotel Shilla
Potential extension of the duty free license from 5 to 10 years Among the major reasons why Hotel Shilla share price declined nearly in half in the...
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Share Buybacks in Korea - Top 9 Insights
In this report, we highlight 39 companies that have announced share buybacks in the past three months (Dec 2015 - Feb 2016) in Korea. We provide...
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2016 Korea M&A Market Outlook - What's For Sale?
We highlight 27 Korean companies that are seeking to find new owners through M&A in 2016. Key sectors of M&A in Korea in 2016 include...
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