Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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2016 Korea M&A Market Outlook - What's For Sale?
We highlight 27 Korean companies that are seeking to find new owners through M&A in 2016. Key sectors of M&A in Korea in 2016 include...
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GS Home Shopping In a Proxy Fight with SC Fundamental - Implications
GS Home Shopping is in a proxy fight with SC Fundamental, a hedge fund based in the US. Win or lose, we believe this will have an impact on the...
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2016 Major IPOs Pipeline in Korea - Part II
In our previous report - 2016 Major IPOs Pipeline in Korea, we identified 19 companies that are seeking to complete IPOs in Korea in 2016. In this...
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2016 Major IPOs Pipeline in Korea
This year appears to be an exciting year for IPOs in Korea, barring a dramatic downturn in global equities markets like the one we experienced in...
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