2026 High Conviction Idea: SK Inc
Three main reasons why SK Inc is our high conviction in 2026 include mandatory cancellation of treasury shares, deep discount to NAV, and the end...
508 Views
Breaking: Korea Drops Martial Law, Local Markets in Turmoil—What’s the Short-Term Trade Play Here?
Breaking news: Korea has declared martial law, causing local markets to be in turmoil—what’s the short-term trading strategy moving forward?
909 Views
Korea Value Up Index - Surprising Inclusions and Exclusions
There are many surprising inclusions and exclusions in the Korea Value Up Index. We provide 30 companies that are surprising inclusions and 10...
1.5k Views
Asian Dividend Gems: KT Corp
Positive outlook on KT Corp (030200 KS) due to aggressive capital return policy, Corporate Value Up, and higher Smartscore leading to strong stock...
649 Views
A Pair Trade Between Coupang (Short) And CJ Logistics (Long)
We discuss a pair trade between Coupang (short) and CJ Logistics (long). Coupang's daily active users were 16.2 million as of 5 December, down by...
382 Views