Pitches

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We analyze companies across industries, covering both established leaders and high-growth businesses, and develop differentiated investment theses grounded in rigorous fundamental research and disciplined valuation.

We focus on Korean companies given the country’s concentration of world-class industrial leaders with global market share across sectors, providing a compelling backdrop for rigorous, fundamentals-driven investment analysis.

Our Best Pitches

Classys

Recognized as a top pitch of KOINS 7th Class, this work presented Classys as a leading Korean medical aesthetics device company with strong domestic dominance, high-margin consumables driving profitability, and significant global expansion potential, supporting a compelling long investment thesis.

HYBE

Selected as a top pitch of KOINS 13th Class, this work presented HYBE as a global entertainment and fan-monetization platform where BTS's comeback, emerging IPs such as KATSEYE and CORTIS, and accelerating Weverse monetization supported a structural earnings rebound and re-rating opportunity.

Coway

Selected as a top pitch of KOINS 10th Class for its quality and depth, this work framed Coway as a market-leading Korean home appliance rental company where the market underestimated its resilient domestic dominance, accelerating overseas growth, and potential for increased shareholder returns, creating a compelling valuation upside opportunity.

Shinsegae

Selected as the flagship pitch of KOINS since its foundation, this work presented Shinsegae as a leading premium retailer where improving VIP and foreign-customer mix, flagship-driven operating leverage, and duty-free normalization supported a durable earnings recovery and re-rating opportunity.

Hanwha Aerospace

Selected as the pitch with the highest realized return to date in KOINS history, this work presented Hanwha Aerospace as a leading Korean defense and aerospace company poised to benefit from accelerating global rearmament, strong export-driven growth, and long-term upside from its expansion into the space industry.

Wonik IPS

Selected as a top pitch of KOINS 12th Class, this work presented Wonik IPS as a leading semiconductor equipment provider positioned to benefit from an AI-driven super memory cycle, accelerating CapEx from key customers, and structural growth in deposition and etch demand.