Primer: KakaoBank (323410 KS) - Dec 2025
KakaoBank is a dominant digital-only bank in South Korea, leveraging the vast user base of the KakaoTalk messenger platform to achieve...
179 Views
EM Digital Banks – We Turn Positive on KakaoBank and Inter, Cautious on Nubank and Neutral on PAN
KakaoBank raised to buy for its firm business niche, its positive banking and capital ratios; Inter is also a buy for its undemanding valuations...
786 Views
Kakao Bank - Only Major Internet Bank
Kakao Bank is unique in Asia-Pacific as an internet bank that has a fairly high market capitalization, but also one that is very profitable, and...
499 Views
MSCI South Korea Index Earning Revision (Nov): ORION, KEPCO, LG Energy Solution, ECOPROBM, NAVER
We analyzed MSCI South Korea's consensus for Nov 2025 and highlighted changes of EPS in ORION (271560 KS), KEPCO (015760 KS), LG Energy Solution...
196 Views
South Korean Banks; Woori Financial (316140 KS) Added to Buy List, Joining KB Financial (105560 KS)
​Adding Woori as a buy alongside KB; Woori shows undemanding multiples, a promising NPL trend and potential for improved 2024 returns. KB has a low...
647 Views