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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A Merger Between WeBull and SK Growth Opportunities Corp in NASDAQ
On 28 February, WeBull announced a merger with SK Growth Opportunities SPAC on NASDAQ. The proposed transaction represented an implied pro forma...
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On the SK Holdings/Square Merger Noise Circulating in the Local Market Since Yesterday
This post looks at the SK Holdings and SK Square merger noise that has been circulating in the local market since yesterday.
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An Updated SoTP Valuation Analysis of SK Inc: 2026 High Conviction Idea
My updated sum-of-the parts (SoTP) analysis of SK Inc suggests implied NAV per share of 1,306,335 won per share which represents a 52% upside from...
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Curator's Cut: Levered ETFs in Asia, Listed and Listing Exchanges & Robotaxis' Road Ahead
In this ​Curator's Cut, we review levered ETF growth in Asia, exchange plays in India and Japan, and different robotaxi models. Share your theme...
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