Shinsegae E&C: The Biggest Beneficiary of the $4 Billion Theme Park Construction In Hwaseong, Korea
We have a positive view of Shinsegae E&C. We believe that Shinsegae Eng & Construction Co., Ltd. (034300 KS) will be one of the biggest...
478 Views
Homeplus REIT IPO - The Largest Ever REIT IPO in Korea
The Homeplus REIT ("Korea Retail Homeplus #1 REIT"), which is expected to be completed by end of March, will be the biggest ever REIT IPO in...
782 Views
Emart: Attractive Entry Point, Undervalued Real Estate Assets, & Homeplus REIT IPO
Shares of E Mart Inc (139480 KS) are down 40% from their highs in March 2018 and we think this decline has been excessive. We believe the stock has...
954 Views
The First SRI Mutual Fund Aimed at Investing in Korean Companies that Promote Women
In the past week, Meritz Asset Management launched the "Meritz The Women Fund (메리츠더우먼펀드)," which is the first SRI Mutual Fund aimed at investing...
470 Views
Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
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