Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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Best Ways to Position for the Growth of REITs in Korea
In this insight, we discuss the best ways to position for the growth of REITs in South Korea. ESR Kendall Square REIT is our top pick in this sector.
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Newly Spun-Off DL E&C and DL Corp Create Higher Value
The newly spun off DL E&C and DL Corp have created higher value for the shareholders in the past month.Their combined market caps are 3.5 trillion...
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2021 High Conviction in Korea: HDC Hyundai Development
HDC Hyundai Development, which is one of the best apartment construction companies in Korea, is another high conviction Buy idea in Korea in 2021.
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Korea Stock Market Monthly Recap #52 (September 2020)
Review of Top 10 Issues Related to Korean Stock Market, Economy, Politics in September 2020
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