Deep-dives
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
South Korea
Deep-dives
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E
Deep-dives
Misto (081660 KS)
Titleist and FILA at 9.1x P/E
Thematic reports
Coupang's Cyber Security Incident
Conclusion: Probably not a big deal
Thematic reports
Digging through Korean Value-Up plans
Five highlighted stocks
Thematic reports
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Thematic reports
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
Deep-dives
FnGuide (064850 KS)
The FactSet/MSCI of South Korea at 12.9x P/E
Thematic reports
Something is rotten in the state of Korea
But the drama is more or less over. Estimated reading time: 17 minutes
Deep-dives
Samyang Foods (003230 KS)
The "hottest" Korean instant noodles maker at 14x run-rate P/E
Thematic reports
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
Deep-dives
Saramin (143240 KS)
Niche Korean software developer