KOSDAQ150 Index Rebalance Preview (June 2022): Lots of Changes Early in the Review Period
A third of the way through the review period, we see 14 potential changes to the KOSDAQ150 Index at the June rebalance. A reversal in performance...
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Settlebank IPO Valuation Analysis
We have a positive view of the Settlebank IPO. Our base case valuation of Settlebank suggests market cap of 550 billion won or implied target price...
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Danal - A Turnaround Story Boosted by the Growing Robot Cafe Business
In this report, we provide an investment case for Danal Co Ltd (064260 KS), which has a market cap of 263 billion won (US$235 million). Established...
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President Moon Announces A Potential Relaxation of Regulations Separating the Banks & Industry
President Moon Jae-In made an important announcement this afternoon regarding a potential relaxation of regulations regarding the separation of...
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Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
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