“Buy the Rumor” Of Upcoming KOSDAQ 150 Rebalance in 12/2020 & “Sell the News” Of 6/2020
In this insight, we provide an analysis of "buying the rumor" of potential additions to the next KOSDAQ 150 rebalance in December 2020 as well...
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Korea Small Cap Gem #1: KG Inicis
We are starting a new series of insights at Smartkarma called "Korean Small Cap Gems." KG Inicis is the first company to be included in this series...
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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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McDonald's Korea Up for Sale: Can KG Group Beat Out CJ Group?
McDonald's Korea is up for sale. The main bidders include the KG Group consortium and CJ Group, both of which have provided LOI (Letter of...
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