Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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Asian Dividend Gems: Youngone Holdings
Youngone Holdings is an attractive deep value stock. Net cash (including short term investments) was 1.1 trillion won at the end of 3Q 2023 (79% of...
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Shenzhou (2313 HK): Contract Mfr for Leading Sportswear Brands Facing Challenging Demand Outlook.
Consensus estimates do not account for customer, retailer, Asian market share shift, macro, alt data and geopolitical risks.
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Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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Smartkarma’s Week that Was in JP/KR: Nexon, Rakuten, POSCO and Samsung Electronics
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of March 4th:
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