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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CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
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HYBE to Sell Its 9.4% Stake in SM Entertainment to Tencent Music in a Block Deal Sale
The block deal sale of SM Entertainment by HYBE to Tencent is likely to have a negative impact on SM Entertainment's shares mainly due to large...
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June Value-Up Rebalance: Hype Fading, But Key Flags Remain
This post gives a quick pulse check on the June Value-up Index rebalance—hype’s cooling off, but there are still a few key things to flag.
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