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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LG CNS Pre-IPO - Peer Comp - Doesn’t Really Stand Out in Growth, Although OPM Were at the Higher End
LG CNS (LGCNSZ KS) is looking to raise around US$850m in its upcoming Korea IPO. In this note, we undertake a peer comparison.
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KRX Foreign Holding Weekly (Dec 13th): Naver, Samsung Electronics, KB Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Naver, Samsung Electronics, KB Financial.
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