Global Emerging Markets: Reporting Season Summary, 1Q2023
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
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ESG Risks: Conflict Arises over POSCO Holdings' Hydrogen Reduction Steel Project
Explore the innovative steps taken by POSCO Holdings, the risks involved, and the need for transparent communication and a sustainable approach.
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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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Where Are We Now Regarding New Dividend Distribution Procedure in Korea?
In this post, I will examine the latest developments regarding the implementation of the new dividend distribution process in Korea.
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 2Q 2023. We highlight 38 pair trades that...
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