Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 31 March 2025)
The top 10 picks in this bi-weekly include Orion Holdings, Hyundai Wia, KEPCO KPS, Samsung Electronics, KT, Emart, CJ Logistics, APR, Doosan...
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Orion Holdings: Updated NAV, Higher Dividend Yield, and Exhuma Catalyst
The recent phenomenal performance of the movie Exhuma has resulted in a long-awaited revived positive sentiment on Showbox (which is 57.5% owned by...
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2024 High Conviction: Orion Corp
We are positive on Orion Corp. Regardless of the overall market movement next year (up or down), we believe Orion Corp could outperform KOSPI in...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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China Could Lift Ban on Korean Popular Culture (Hallyu) As Early As May 2025
One of the big thematic events that have impacted the Korean stock market this week has been the expectation that China could lift ban on Korean...
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