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 12, 2022

    South Korea: A gradual normalization with uncertainties
    We expect economic growth to moderate from 4.0% in 2021 to 3.4% in 2022 owing mainly to the memory chip down-cycle in Q421-Q222 and a shift in global demand from goods to service consumption. Facilities investment will likely moderate in 2022 as well after aggressive private investment in chip facilities during 2020-21. The recovery of services activities and construction investment will likely be offsets to the decline in growth. Policy should become less accommodative with additional rate hikes and negative fiscal impulse. We also expect nominal export growth to moderate from double-digit growth in 2021 to single-digit growth in 2022.
  • November 29, 2021

    Korea Market Strategy - Set for a better year ahead 
    We are keeping our KOSPI target of 3,400, 11.3x on the 12M forward earnings outlook. The key reasons why we see an upside for the KOSPI from the current level is solid earnings growth, global industrial production rebound, longer-term dollar weakness, and the backdrop of presidential elections in 2022. We continue to like the cyclicals and expect tech, autos, consumer/retail, and banks would perform well in 2022.
  • November 25, 2021

    Korea Unicorns: The next generation of up-and-coming corporates in Korea
    Korea is the third-largest source of unicorns (commonly defined as start-up companies with a valuation of >US$1 bn) in Asia, based on data by CB Insights as of Jun-2021. New investments made in start-ups have surged in 2021, rising to W5.3 tn as of Sep-2021, up 82% YoY. Biotech, retail, and internet-based service companies continue to be the largest destinations for investments.

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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
  • September 28, 2021

    Credit Suisse Gender 3000 Report
    Published by the Credit Suisse Research Institute, the report provides an updated universe of companies and analyzes the progress made to improve the profile of gender diversity through 33,000 senior executives from over 3,000 companies across 46 countries. The report also illustrates a positive correlation between increased gender diversity in leadership positions and superior returns on capital, Environmental, Social and Governance (ESG) and stock performance.

  • June 22, 2021

    Global Wealth Report 2021
    According to the Global Wealth Report 2021, total global wealth grew by 7.4% the past year to $418.3 trillion, and wealth per adult rose by 6% to reach another record high of USD 79,952. The number of millionaires globally expanded by 5.2 million to reach 56.1 million in 2020. Korea hosted 1.0 million millionaires, about 2% of the global millionaire population, coming in 22nd globally in terms of millionaire density, which grew from 1.8% in 2015 to 2.5% in 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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