LGChem/SKI Deal - Another Korea Discount Worry? Follow the Female Lead
IP protection is a big worry for Korean firms - has the 2 precedent cases in Korea in 2021 lower the value of IP from the view of international...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2026
In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
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Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections
In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...
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MS-South Korea Index Earning Revision (Jun): Samsung Electronics, HANKOOK TIRE & TECHNOLOGY, KAL
We analyzed MS-South Korea's consensus for Jun 2026 and highlighted changes of EPS in Samsung Electronics, HANKOOK TIRE & TECHNOLOGY, DB INSURANCE,...
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