Deep Dives

The story behind the story. Every weekend.

The Weekend Deep Dive is KoreaAlpha's flagship research — published every Saturday, 2,500 words, institutional grade.
Each Deep Dive takes one theme in Korean capital markets and goes further than any English-language source has gone. Not a summary. Not a translation. An original analytical argument, built from primary sources, with a clear conclusion and a stated view.

What a Deep Dive Looks Like

Executive Summary The three things every reader must know. Numbered. No preamble.
The Context: Why Now The macro and policy backdrop. What has changed recently. Why this theme matters at this specific moment.
The Analysis The core analytical work. Data tables. Specific figures from filings. The market mispricing we believe exists and why.
Governance Map Ownership structure. Cross-shareholding dynamics. Succession considerations. The structural layer that most analysis ignores entirely.
Investment Implications Specific names. Specific catalysts. Specific timelines. Direct plays and second-order beneficiaries.
Risks and Scenarios Base case, bull case, bear case. Probability estimates. What would change our view.
The KoreaAlpha View A direct, opinionated conclusion. No hedging. The single thing that would cause us to change our mind.

Recent Deep Dives

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The Standard We Hold Ourselves To

Every Deep Dive must be better than what JPMorgan publishes publicly. That is the internal benchmark. If it isn't — if it doesn't contain at least one insight a foreign investor genuinely cannot find elsewhere — it doesn't go out.
That bar is why the Deep Dive is weekly, not daily. Quantity is not the goal.

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Weekend Deep Dive (weekly flagship, 2,500 words)

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*Nothing here is investment advice. Research for informational purposes only.*