In today’s briefing:
- Korea Small Cap Gem #35: Aurora World
- Kospi Index Options Weekly (May 26 – 30): Index Surges as Call Demand Drives Vol Higher
Korea Small Cap Gem #35: Aurora World
- Aurora World is best known for its plush toys (Palm Pals and YooHoo & Friends). It is increasingly trying to leverage its toy character brands to expand into digital contents.
- What makes Aurora World so interesting is its excellent fundamentals and deeply discounted valuations relative to The Pinkfong Company (IPO in 2H25) and SAMG Entertainment.
- Aurora World generated more than 80% of its sales in overseas markets including the United States, U.K., and Hong Kong.
Kospi Index Options Weekly (May 26 – 30): Index Surges as Call Demand Drives Vol Higher
- Kospi rallied strongly this week, reaching 8-month highs and showing strong relative strength as other indices stalled out.
- Volatility firmed up across the board amid sharp price action and strong demand for Calls.
- Volatility dynamics this week differed notably from recent directional moves.
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