2024 High Conviction: Orion Corp
We are positive on Orion Corp. Regardless of the overall market movement next year (up or down), we believe Orion Corp could outperform KOSPI in...
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Orion Corp: Concerns About Diversification into LegoChem Bioscience
Orion Corp's investment in LegoChem Bio raises concerns about diversification into risky biotech business. Investors would rather have Orion Corp...
310 Views
The cocoa question
In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
367 Views
KRX Foreign Holding Weekly (Jul 12th): Samsung Electronics
We analyzed KRX foreign holding data for the past week. We estimated the inflows to be USD 2.2 bn and highlighted foreign holding changes in...
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What Did NPS Buy and Sell in Korean Stock Market in 2Q 2024?
In 2Q 2024, the NPS reduced its investments in defense and military stocks and increased investments in cosmetics, shipbuilding, and food companies...
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