Insights from our Experts

A one-stop source of Korea-focused thought leadership insights from Credit Suisse.

The Korea Content Hub offers a comprehensive suite of Credit Suisse in-house research reports, unique market insights and fresh investment ideas. Combining the expertise of leading analysts, strategists and experts globally at Credit Suisse, the Hub is a one-stop source of forecasts and analysis of the key trends and developments emerging in the evolving Korean market, as well as innovative solutions to complex problems.

APAC Equity Research
  • January 04, 2021

    Korea Market Strategy - Raise our KOSPI target to 3,200
    We raise our KOSPI target to 3,200 from previous 2,800, which represents 12.5x 2022E EPS. Ongoing earnings upgrades, USD weakness, improving economic indicators, and strong liquidity are our reasons to see higher upside. The weak USD environment will likely be a strong tailwind for the KOSPI, as its performance has historically had a good correlation to KRW strength vs the USD. We continue to prefer tech, autos and banks.
  • October 13, 2020

    Asia Pacific Strategy: Korea remains our top pick
    Korea has been APAC’s best-performing market since global markets bottomed in March, We expect Korea to generate the sharpest earnings recovery in the region this year and next. Currency trends benefit Korea. Sector-specific factors are turning in favour of Korean IT, autos, and banks.

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HOLT®
  • February 19, 2021

    HOLT® Korea Consumer Insights - Who's best positioned for potential economic recovery?
    Consumer sector underperformed the Korea market in the past 12 months as companies' profitability deteriorated amid the pandemic lock-down, but the CFROI outlook for 2021 appears constructive as Korea’s economy gradually normalises. We ran two sets of screens to identify stocks that are highly leveraged to Korea's potential economic recovery.
  • January 20, 2021

    HOLT® Korea Insights - Valuation snapshots and idea screens for 2021
    Korea was the best performing market in Asia in 2020, but valuation does not appear stretched thanks to robust CFROI outlook for 2021. We provide four sets of stock screens based on our observation of valuation snapshots and identify opportunities within SMID-caps and value/quality factors.

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Credit Suisse Research Institute
  • March, 2021

    Emerging Consumer Survey 2021
    This year’s Emerging Consumer Survey shows three main overarching themes spanning the eight survey countries: 1) growth in the digital economy from online retail leading to an increase in online education; 2) the adoption of healthier lifestyles and increased environmental awareness; and 3) a level of pent-up demand for discretionary purchases. With vaccines rolling out globally, forward looking sentiment indicators suggest an improvement in both confidence and income expectations, particularly in Asia.

  • February, 2021

    Credit Suisse Global Investment Returns Yearbook 2021
    Published by the Credit Suisse Research Institute in collaboration with London Business School, the Credit Suisse Global Investment Returns Yearbook is the authoritative guide to historical long-run returns. In particular, the 2021 Yearbook provides detailed analysis of emerging markets (EM).
    For Korea, the country has achieved annualized real returns of 9.6% for equities, 8.2% for bonds and 2.1% for bills over the last 50 years (1971-2020).

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Credit Suisse conferences. Exclusive access.

Asian Investment Conference

Hong Kong SAR, China

Widely regarded as the most exclusive leadership gathering in the region, the Asian Investment Conference brings together investors, ultra high-net-worth indivdiuals, entrepreneurs and business leaders with unrivalled access to expert speakers from around the world to deliver influential ideas and actionable advice.

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Korea Techonology Conference

Seoul, Korea

The Credit Suisse Korea Conference offers domestic and international institutional investors insights into key future investment opportunities in leading Korean companies across tech, internet, gaming and bio-tech sectors, conglomerates and rising unicorns.

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Global Supertrends Conference

Singapore

A forum to discuss long-lasting trends rooted in demographics, technological advances or political change that meaningfully impact the world of investing. 

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