AEJ energy/material/healthcare analyst, Troika Advisory

Kenneth Whee

AEJ energy/material/healthcare analyst

Troika Advisory

Equity Bottom-Up

1Q surprise, significant room for upside from its core engine, consensus too low still  On the heels of a solid 1Q beat, Kumho Petrochemical (KKPC) looks uniquely underrated, given significant scope for further gains in its core domain - its margin-accretive exposure to late-cycle products (C4-chain) coupled with its bold bottom-of-the-cycle capex (operating asset size more than doubled since 2011) which effectively points to far better peak earnings power vs. previous peak. Another round of…

1Q surprise, significant room for upside from its core engine, consensus too low still  On the heels of a solid 1Q beat, Kumho Petrochemical (KKPC) looks uniquely underrated, given significant scope for further gains in its core domain - its margin-accretive exposure to late-cycle products (C4-chain) coupled with its bold bottom-of-the-cycle capex (operating asset size more than doubled since 2011) which effectively points to far better peak earnings power vs. previous peak. Another round of…

금호석유화학, 다시 가동될 준비 완료

Kumho Petro Chemical

금호석유화학, 다시 가동될 준비 완료