KEPCO Engineering Stock: The Multiple Moves the Wrong Way
Three nuclear engineering companies, three multiples, and only one of them moves in the direction you would expect.…
-
-
Why LS Electric Stock Fell After Its Best Quarter Ever
A quick frame for readers outside Korea. KOSPI is the main board of the Korea Exchange — the senior venue, roughly…
-
SK Innovation Stock Rose 37% in a Month: Why I Didn’t Chase It
On July 20 the Korean market had one of those days: the KOSPI — Korea’s benchmark stock index, the rough equivalent…
-
Korea Data Center Power: Can 5GW Actually Get Built?
Contracted capacity on Korean grid-impact applications ran around 60MW before 2020.
-
Korea AI Infrastructure Stocks After the $950 Billion Summit
I spent the weekend on one story. In San Francisco, at a venue called The Midway, Korean industrial groups and Amer…
-
KEPCO Stock at 2.5x Earnings: The Market Prices Only Tariffs
Anyone typing KEPCO stock into a screener sees two numbers that shouldn’t coexist: a price-to-earnings ratio of abo…
-
Doosan Enerbility Stock: Price Halved, Targets Twice as High
Two numbers look wrong side by side. One: Doosan Enerbility stock has fallen about 29% in a single month, from that…
-
CS Wind Stock: Accumulating the World’s #1 Into an OBBBA Cliff
I’ll be honest: CS Wind stock is a name my cursor hovered over more than once before I committed.
-
Doosan Fuel Cell Stock: The Korean Bloom Energy Trade I Hold
Honest confession: when I first bought this, I bought a “hydrogen theme.” Years ago, when the hydrogen economy was…
-
Hyosung Heavy Industries Stock: Buying the Rally Give-Back
The crowd spent the first week of July arguing about a number with twelve zeros.
-
LS Electric Stock: A 100x Typo Cost It 15%, So I Started Buying
Two numbers: 2.38 trillion won and 23.8 billion won — roughly $1.55 billion versus $15 million.
-
HD Hyundai Electric Stock: I Bought the 40% Correction
Three numbers, side by side. HD Hyundai Electric stock booked Q1 new orders of $1.797 billion — a quarterly record.…
