In today’s briefing:
- Is NPS Really Going for Board Seat Play Via Cumulative Voting? Field Check on This Narrative
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (29 August to 12 September 2025)
Is NPS Really Going for Board Seat Play Via Cumulative Voting? Field Check on This Narrative
- Short-Term, pinpointing exact tickers off this NPS/cumulative voting narrative is tough—activism risk is real, but predicting moves in governance-sensitive names is still premature.
- NPS may go aggressive, potentially sparking a market-wide narrative. If limited activism unwinds, Korean stocks could see a broad re-rate, beyond just individual governance names.
- Tactically, consider enhanced setups in these names under a passive framework, while closely monitoring governance developments and NPS-driven activism for actionable alpha in individual tickers.
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (29 August to 12 September 2025)
- In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the two weeks (29 August to 12 September 2025).
- Shipbuilding remained the best performing sector in the past two weeks. Rechargeable battery was the worst performing sector.
- Top 10 picks in this bi-weekly include KCC Corp, KT&G, LG Uplus, Samsung Life Insurance, Paradise, Nongshim, LG Chem, HD Hyundai Mipo, SK Inc, and CJ Corp.
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