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  • Doosan Enerbility Stock: Price Halved, Targets Twice as High
    Equity Journal

    Doosan Enerbility Stock: Price Halved, Targets Twice as High

    ByEquity July 16, 2026August 5, 2026

    Two numbers look wrong side by side. One: Doosan Enerbility stock has fallen about 29% in a single month, from that…

    Read More Doosan Enerbility Stock: Price Halved, Targets Twice as High

  • Korean Value-Up Stocks: Shinyoung and Bookook Brokerages
    Equity Journal

    Korean Value-Up Stocks: Shinyoung and Bookook Brokerages

    ByEquity July 15, 2026August 2, 2026

    Korean value-up stocks have been the loudest story in Seoul this year, but the coverage clusters around the giants…

    Read More Korean Value-Up Stocks: Shinyoung and Bookook Brokerages

  • LG Energy Solution Stock: The Q2 Profit Washington Paid For
    Equity Journal

    LG Energy Solution Stock: The Q2 Profit Washington Paid For

    ByEquity July 15, 2026August 3, 2026

    LG Energy Solution (LGES) posted a ₩113.3 billion operating profit in the second quarter of 2026, ending three stra…

    Read More LG Energy Solution Stock: The Q2 Profit Washington Paid For

  • Mirae Asset Securities Stock: The One I Don’t Treat as a Brokerage
    Equity Journal

    Mirae Asset Securities Stock: The One I Don’t Treat as a Brokerage

    ByEquity July 14, 2026August 2, 2026

    No Korean brokerage had ever earned more than ₩1 trillion of net profit in a single quarter.

    Read More Mirae Asset Securities Stock: The One I Don’t Treat as a Brokerage

  • NH Investment & Securities Stock: Why the Sector’s Top Dividend Yield Makes Me Cautious
    Equity Journal

    NH Investment & Securities Stock: Why the Sector’s Top Dividend Yield Makes Me Cautious

    ByEquity July 13, 2026August 2, 2026

    Here is the number that stopped me. NH Investment & Securities pays the fattest dividend yield in the Korean br…

    Read More NH Investment & Securities Stock: Why the Sector’s Top Dividend Yield Makes Me Cautious

  • Samsung Securities: Why It Held While Kiwoom Fell 30%
    Equity Journal

    Samsung Securities: Why It Held While Kiwoom Fell 30%

    ByEquity July 13, 2026August 2, 2026

    Writing this series, I’ve kept all five brokers up on my screen one at a time.

    Read More Samsung Securities: Why It Held While Kiwoom Fell 30%

  • Kiwoom Securities Stock Fell 30% — Why I’m Not Buying Yet
    Equity Journal

    Kiwoom Securities Stock Fell 30% — Why I’m Not Buying Yet

    ByEquity July 12, 2026August 2, 2026

    A few weeks ago Kiwoom Securities traded above ₩480,000 (~$348). Today it’s near ₩340,000.

    Read More Kiwoom Securities Stock Fell 30% — Why I’m Not Buying Yet

  • Korea Investment Holdings: Record Profit, IMA License, 1x Book
    Equity Journal

    Korea Investment Holdings: Record Profit, IMA License, 1x Book

    ByEquity July 12, 2026August 2, 2026

    When I laid out the brokerage sector, I pre-committed to an order. Number one is Korea Investment Holdings.

    Read More Korea Investment Holdings: Record Profit, IMA License, 1x Book

  • Korean Brokerage Stocks: The 2026 Law That Re-Rated the Sector
    Equity Journal

    Korean Brokerage Stocks: The 2026 Law That Re-Rated the Sector

    ByEquity July 11, 2026August 2, 2026

    This is where I start doing sectors differently. From here on, when I dig into an industry I lay down the whole boa…

    Read More Korean Brokerage Stocks: The 2026 Law That Re-Rated the Sector

  • Kumho E&C Stock Ran Limit-Up on the Chip Cluster — I Watch
    Equity Journal

    Kumho E&C Stock Ran Limit-Up on the Chip Cluster — I Watch

    ByEquity July 11, 2026August 2, 2026

    On a single trading day, three Korean stocks closed limit-up together: Kumho Tire, Kumho Electric, and Kumho E&C st…

    Read More Kumho E&C Stock Ran Limit-Up on the Chip Cluster — I Watch

  • EO Technics Stock Fell 45% While Estimates Rose — Why I Buy
    Equity Journal

    EO Technics Stock Fell 45% While Estimates Rose — Why I Buy

    ByEquity July 10, 2026August 2, 2026

    Two facts landed on my screen in the same week and refused to sit together.

    Read More EO Technics Stock Fell 45% While Estimates Rose — Why I Buy

  • Leeno Industrial Stock: Why I’m Starting to Buy the Pullback
    Equity Journal

    Leeno Industrial Stock: Why I’m Starting to Buy the Pullback

    ByEquity July 9, 2026August 2, 2026

    Across this series I’ve made a point of naming the kind of moat each time.

    Read More Leeno Industrial Stock: Why I’m Starting to Buy the Pullback

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