Daily BriefsSouth Korea

Daily Brief South Korea: LG Chem , LG Chem Ltd and more

In today’s briefing:

  • Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)
  • Last Week In Event SPACE: LG Chem, Pacific Industrial, Critical Minerals, First Pacific


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

By Douglas Kim

  • In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).
  • Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&T, KT&G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. 
  • Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&F (+87.1%) Posco Future M (+65.4%) CosmoAM&T (+51.9%) and EcoPro Materials (+46.8%).

Last Week In Event SPACE: LG Chem, Pacific Industrial, Critical Minerals, First Pacific

By David Blennerhassett

  • Palliser discloxes stake in LG Chem Ltd (051910 KS), and subsequently seeks to spill the board and undertake buybacks. 
  • The family  increased their bid for Pacific Industrial (7250 JP) by 42.4%, from ¥2,050 to ¥2,919/share. This now becomes a short-term rate of return trade. It will trade relatively tight.
  • First Pacific Co (142 HK) appears to have squeezed the most out its unlisted subsidiary MPIC, for now, with the forthcoming Maynilad IPO.

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