Maochaedung’s Korea Stock Notes is a personal research notebook on companies listed in Korea. I read DART filings, annual and quarterly reports, IR decks and earnings releases, then work out how a change at the company flows into revenue, operating profit, EPS and valuation. The goal is not stock tips or price predictions. It is to answer one question with numbers: how much does this news actually change earnings?
Most of the raw material on Korean companies, including filings, IR decks and daily investor flow data, is published only in Korean. These notes bring those numbers to English-speaking readers.
Author: Maochaedung
- An individual investor with eight years of stock investing
- Main interest: technology and science stocks
- Why this blog: too often I bought stocks without really understanding them. Here I write down what I learn in depth, and share it.
I am not an employee of a financial firm or a registered investment adviser, and nothing here is a recommendation to buy or sell any security.
What I write
- Stock Analysis: one company’s earnings drivers, valuation and the author’s fair value
- Market Themes: how news, policy or an event reaches specific companies’ earnings, and how much of it the price already reflects
- Investing Basics: concepts such as EV/EBITDA, PER and EPS, and short selling, with how each works in the Korean market
Principles
- Primary sources first: DART filings, company reports, IR materials, Korea Exchange (KRX) data and official statistics.
- Confirmed facts, the author’s calculations and estimates are labeled separately.
- Every post states its data date and sources.
- Every stock post says whether I own the stock.
- When I find an error, I fix the post and note the date and the change at the bottom.
The full rules are on the Methodology page.
Contact
For corrections, questions or collaboration, see the Contact page.
Investment disclaimer
Everything on this site is personal research and general information, not a recommendation to buy or sell any security. Fair values and scenarios are calculations based on the author’s assumptions; if the assumptions change, so do the results. Investment decisions and their outcomes are the reader’s own responsibility.