Wonik IPS Stock Has the Lowest Forward Multiple and Lowest ROE
I built a table of eight semiconductor equipment makers, pulled every figure from one provider on close-to-matching…
Notes on individual Korean listed companies — earnings, orders, shareholder returns and valuation, read from public disclosures. Not investment advice.
I built a table of eight semiconductor equipment makers, pulled every figure from one provider on close-to-matching…
January 1, 2026. That is the day the import duty on American dairy entering South Korea reached zero, the last step…
I passed on this company twice, and both times I wrote down the same sentence.
On August 11, 2026 (Tue), Shinsegae reported the largest first-half operating profit in its history: 365.0 billion…
F&F stock closed at 66,900 won on August 28, 2026 (a Friday), and the piece of news I kept coming back to was not t…
I keep two numbers for SK Biopharm stock in the same row of my notes, and in the June 2026 quarter they stopped mat…
I do not own KT stock and I have no order working. I opened the file on the evening of August 28 (Fri), 2026, after…
I keep a rule that a strong quarter should show up in the price, and Kyungdong Navien stock made me put that rule d…
The furthest-out assumption I hold about POSCO Future M stock reaches the year 2035.
Pan Ocean stock closed at 5,790 won on Friday, August 28, 2026, on the KOSPI, the main board of the Korea Exchange…
I keep a working sheet of insurers. It has columns for price to book, return on equity, dividend yield, and combine…
SK Networks stock and the line it sold SK Networks trades on the KOSPI, the senior board of the Korea Exchange, under the code 001740. It is a Korean conglomerate in the older sense of the word: commodity trading, mobile handset distribution, a hotel, an appliance rental business, a car servicing chain. On Friday, August…