South Korean Financials: Conviction Move Higher in Positioning
South Korean Financials are experiencing a significant increase in fund ownership. Average fund weights are approaching record highs at 1.94%,...
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Both Hanwha Aerospace Spinoffs Remain in KOSPI 200: Trading Value Gap Between Trading Suspension
This post explores trading opportunities targeting the value gap for Hanwha Aerospace spinoffs before and after the trading suspension, driven...
605 Views
SK Square: Updated NAV Valuation Post Recent Share Price Decline
Our NAV analysis of SK Square suggests NAV of 15.6 trillion won or 115,605 won per share, representing 48% higher than current share price. The...
564 Views
TMON and WeMakePrice File for Court Receivership - Impact on the Korean E-Commerce and PG Sectors
TMON and WeMakePrice filing for court receivership is likely to benefit competitors such as E-Mart and Coupang. Payment Gateway (PG) companies such...
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Korean Stock Market Ranks #1 in Net Inflow of Foreign Funds Among Emerging Asian Countries in 2024
Korean stock market ranked #1 in net inflow of foreign funds among emerging Asian countries so far in 2024. There has been a net inflow of US$19.4...
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