When Do We Start Buying LG Electronics?
LG Electronics is finally smiling with its new flagship smartphone. Its new flagship G5 (the world’s first modular smartphone) was well received on...
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Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
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Interpreting LG Group Koo's Message: Selling Mobile Handset Business? and To Who?
Issue: Last week LG Group Chairman Koo Bon-moo said in a meeting with the management of the group’s affiliates that LG Group should proceed with...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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