Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
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Naver (2023 High Conviction Update): Poshmark & Gen Z - Key Drivers of Higher Sales in North America
In this insight, we provide an update of Naver Corp which is our 2023 high conviction stock. Naver's shares are up 19% YTD, outperforming KOSPI...
467 Views
ECM Weekly (1st May 2023) - ZJLD, Mankind, JD Industrial, JD Property, CPF Global Food, Horizon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
390 Views
ECM Weekly (23rd Apr 2023) - Rakuten Bank, Merdeka, ZJLD, Mankind, Lalatech, IMotion, Anta, KIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
418 Views
When Will the Korean Government Allow the Fourth Telco in Korea?
The Korean government could allow a fourth major telco in Korea in the next 1-2 years which would have a significant negative impact on the three...
338 Views