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.

Wonik IPS

Selected as the pitch delivering the highest return within the shortest investment horizon in KOINS history, this work by 11th Class 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.

Coway

Selected as the flagship 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.

Kangwon Land

Selected as a top pitch of KOINS 8th Class, this work presented Kangwon Land as a uniquely positioned monopoly casino operator in Korea, where post-COVID recovery, regulatory deregulation, and operating leverage drove a compelling earnings rebound and valuation

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.