In today’s briefing:
- Clarifying the Confusion Around Chey’s SK Holdings Stake Sale Disclosure
- Top 10 Performing Stocks In KOSDAQ YTD – What Can We Learn From This?
- LS Electric (010120): Still Juicy
Clarifying the Confusion Around Chey’s SK Holdings Stake Sale Disclosure
- These are all indicative numbers. Both the per share price and the total deal value can be adjusted on the actual execution date
- The November 2 to December 1 window reflects disclosure rules, not a 30 day sell down. Given the block plus PRS structure, base case is November 2.
- November 2 is the settlement date, implying October 29 execution via pre market block trade, with October 28 close as the pricing reference.
Top 10 Performing Stocks In KOSDAQ YTD – What Can We Learn From This?
- In this insight, I provide a list of top 10 performing stocks in KOSDAQ YTD (those with market caps of at least 100 billion won).
- These 10 stocks are up on average 521% YTD. All of these 10 companies could be considered turnarounds with their sales and profits improving much more in 2026 versus 2025.
- This is a clear example that shows that small cap turnarounds listed in KOSDAQ that are in the value-chain of Samsung Electronics and SK Hynix could pay off handsomely.
LS Electric (010120): Still Juicy
- LS Electric (010120 KS) has morphed from a domestic electric component player into a global powerhouse thanks to the demand-supply imbalances mainly in the US.
- Share price and valuation have gone up, but the earnings growth rate has also increased that made the PEG ratio hover between 1 and 1.2x, relatively undemanding for growth sector.
- It is no longer a utility and power play but now it is part of the AI and Data center ecosystem.
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