Breaking: Korea Drops Martial Law, Local Markets in Turmoil—What’s the Short-Term Trade Play Here?
Breaking news: Korea has declared martial law, causing local markets to be in turmoil—what’s the short-term trading strategy moving forward?
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Asian Dividend Gems: KT Corp
Positive outlook on KT Corp (030200 KS) due to aggressive capital return policy, Corporate Value Up, and higher Smartscore leading to strong stock...
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LG CNS Pre-IPO - Thoughts on Valuation - Retail Demand Appears Hot, Digestible Val at Bottom End
LG CNS (LGCNSZ KS) is looking to raise around US$850m in its upcoming Korea IPO. In this note, we discuss our thoughts on valuation.
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A Comparison of KOSPI 200 and S&P 500 Companies Performances in 2024
There is no large Palantir-like company that deals with AI/data analytics in Korea. However, large cap IT services and telcos in Korea are...
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LG CNS IPO Industry Analysis
The IT service market in Korea is estimated to be 51.5 trillion won in 2023 and it is expected to growth at a CAGR of 9.4% from 2023 to 2028.
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