An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G
This past week, I had an interview with Lee Sanghyun, the founder and CEO of Flashlight Capital Partners (FCP) which is currently an activist...
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Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker
We believe that there is a relatively high probability that the Korean government will lower the highest corporate tax rate bracket from 25% to 22%...
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The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
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LG Energy's KOSPI 200 Float Is 15%: Weight Adjustment Trading for Other Constituents
KRX has bumped up LG Energy's float to 15%. As a result, we will see a more substantial passive impact on LG Energy. Also, we should see...
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KT&G: A Big Share Buy Back and Dividends Program (A Key Value Play Amidst of Market Uncertainty)
On 4 November, KT&G Corporation (033780 KS) announced a big share buyback program and higher dividends totaling 2.75 trillion won in the next three...
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