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  • DL E&C equity journal cover image
    Equity Journal

    DL E&C Stock: The Same 52.9% Shows Up Three Times This Quarter

    ByEquity September 16, 2026September 20, 2026

    Two headlines from the same English-language Korean business desk, four weeks apart.

    Read More DL E&C Stock: The Same 52.9% Shows Up Three Times This Quarter

  • Jin Air equity journal cover image
    Equity Journal

    Jin Air Stock: Three of Four Analysts Wrote 7,000 Won

    ByEquity September 16, 2026September 20, 2026

    Three dates are doing most of the work in this note. August 21, 2026, when the boards of three Korean budget airlin…

    Read More Jin Air Stock: Three of Four Analysts Wrote 7,000 Won

  • Kolon Industries equity journal cover image
    Equity Journal

    Kolon Industries Stock: Aramid Capacity Doubled, Exports Up 8.8%

    ByEquity September 15, 2026September 20, 2026

    The number I trust least in this piece is measured in tons. I still built the piece around it, because it is the on…

    Read More Kolon Industries Stock: Aramid Capacity Doubled, Exports Up 8.8%

  • SM Entertainment stock research note cover image
    Equity Journal

    SM Entertainment Stock: Equity Up 64%, Share Count Down

    ByEquity September 15, 2026September 23, 2026

    Between the close of 2024 and the close of 2025, shareholders’ equity at SM Entertainment grew by 529.6 billion won…

    Read More SM Entertainment Stock: Equity Up 64%, Share Count Down

  • Solbrain equity journal cover
    Equity Journal

    Solbrain Stock Added Profit Five Quarters and Lost Margin

    ByEquity September 15, 2026September 23, 2026

    I write an investment journal, and this entry is about a company whose accounts told me three different things depe…

    Read More Solbrain Stock Added Profit Five Quarters and Lost Margin

  • Classys equity journal cover
    Equity Journal

    Classys Stock: A Fifth More Revenue, Slightly Less Profit

    ByEquity September 15, 2026September 17, 2026

    Classys stock closed at 31,350 won on September 8, 2026 (Tue), which puts the market capitalization at 20,451 hundr…

    Read More Classys Stock: A Fifth More Revenue, Slightly Less Profit

  • Korea Asset In Trust stock coverage cover image
    Equity Journal

    Korea Asset In Trust Stock: A Guarantee With No Premium

    ByEquity September 15, 2026September 23, 2026

    There is no clean English word for chaekim jungong. Korean real estate trust companies sign it, and what it means i…

    Read More Korea Asset In Trust Stock: A Guarantee With No Premium

  • Sang-A Frontec stock cover
    Equity Journal

    Sang-A Frontec Stock: The Revenue Line Does Not Say Hydrogen

    ByEquity September 15, 2026September 20, 2026

    I keep a note file for Korean small caps I have not opened yet, and beside this one I had written two words: hydrog…

    Read More Sang-A Frontec Stock: The Revenue Line Does Not Say Hydrogen

  • TK Corporation stock cover
    Equity Journal

    TK Corporation Stock: Alone in the Gap Its Peers Left

    ByEquity September 14, 2026September 17, 2026

    I did something mechanical on the night of Tuesday, September 8, 2026, and it produced the only question in this en…

    Read More TK Corporation Stock: Alone in the Gap Its Peers Left

  • Golfzon equity journal cover image
    Equity Journal

    Golfzon Stock Added 689 Stores As Revenue Per Store Fell

    ByEquity September 14, 2026September 20, 2026

    I play screen golf about twenty times a year, spread across three venues near my apartment.

    Read More Golfzon Stock Added 689 Stores As Revenue Per Store Fell

  • Dongsung Finetec equity journal cover image
    Equity Journal

    Dongsung Finetec Stock: Eighteen Quarters From 1.2% to 16.0%

    ByEquity September 14, 2026September 20, 2026

    I keep a file on Dongsung Finetec stock because of one column I built by hand.

    Read More Dongsung Finetec Stock: Eighteen Quarters From 1.2% to 16.0%

  • KG Mobility Stock and Four Years Under One Percent
    Equity Journal

    KG Mobility Stock and Four Years Under One Percent

    ByEquity September 14, 2026September 22, 2026

    I keep a line in my notes for companies that are profitable and almost nothing else.

    Read More KG Mobility Stock and Four Years Under One Percent

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