Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
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KOSPI Size Indexes Migrants: Official Results & Price Performances So Far
KRX announced the official results of the KOPSI Size Indexes migration for the March rebalancing. This post offers key takeaways and trading...
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KOSPI Size Indices - Potential Changes in March
The review period for the March rebal of the KOSPI Size Indices ends on 28 February. We see quite a lot of potential migrations. Some stocks could...
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Oasis Corp IPO Valuation Analysis
Our base case valuation of Oasis Corp is implied market cap of 788 billion won, and target price of 24,847 won per share, which is 18.5% lower than...
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An Update to Our Pair Trade Between Emart & Coupang
We discuss an update of pair trade between Emart (long) and Coupang (short). Emart is a value stock with its shares trading at 0.2x P/B (2023)....
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