KOSPI Size Indices - The Outperformance Continues
We see 34 migrations and 6 new inclusions for the KOSPI Size indices. Stocks migrating higher have outperformed stocks migrating lower. Some stocks...
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NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
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Initial Thoughts on the Hanwha Systems IPO (The Largest Korean IPO in 2019)
Hanwha Systems is getting ready to complete its IPO in 4Q19. Hanwha Systems is expected to be the largest IPO in Korea this year. Established in...
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Asiana IDT IPO Preview (Part 2) - Valuation Analysis
Asiana IDT is getting ready for an IPO on the Korean stock market in November. There have been a lot of delays in this IPO process and the company...
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Lotte Holdings NAV: Technically No Change but Unquantifiable Alphas Are There
Lotte Holdings (004990 KS)' Lotte Chemical (011170 KS) deal itself won't bring any immediate change in terms of valuation (NAV). But we can still...
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