Korea, Equity Bottom-up, Events, Governance, Sustinvest

Sewon Park

Korea, Equity Bottom-up, Events, Governance

Responsible investment, Proxy advisory

Sustinvest

Sustinvest is a specialized ESG research firm that provides comprehensive analysis on company-level ESG performance, industry-level ESG issues, and ESG-related regulations. In particular, we attempt to identify investment risks and opportunities associated with events such as corporate governance changes and M&A. We also conduct company visits and fundamental analysis to discover smaller companies with sustainable business model which are usually overlooked by institutional investors. Our focus is on Korean listed companies and not limited to specific sectors.  

Thematic (Sector/Industry)

<h2><strong>The Democratic Party’s Landslide Victory Accelerates Chaebol Reform </strong></h2><p>South Korea’s ruling Democratic Party (DP) won a landslide victory in both local election and parliamentary by-election on 13 June 2018, which would strengthen the President Moon’s progressive mandate. The DP swept 13 out of the 17 mayoral and gubernatorial posts. It also secured 11 seats in the by-election to fill 12 vacant seats in the National Assembly. However, the conservative Liberty Korea Party (LKP) managed to win only…</p>

The Democratic Party’s Landslide Victory Accelerates Chaebol Reform South Korea’s ruling Democratic Party (DP) won a landslide victory in both local election and parliamentary by-election on 13 June 2018, which would strengthen the President Moon’s progressive mandate. The DP swept 13 out of the 17 mayoral and gubernatorial posts. It also secured 11 seats in the by-election to fill 12 vacant seats in the National Assembly. However, the conservative Liberty Korea Party (LKP) managed to win only…

The Ruling Party’s Landslide Victory: The Second Phase of Chaebol Reform Has Begun in South Korea