All Korea articles
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Asset Manager NewsHines Opens Office in Jeonju, South Korea
Hines, a leading global real estate investment manager, today announced the opening of a new office in Jeonju, South Korea. This strategic expansion reflects Hines’ commitment to strengthening its partnership with South Korea’s National Pension Service (NPS) and helping to foster the development of Jeonju’s financial sector.
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Asset Manager NewsHines Acquires Office Building in Seoul’s Digital Media City
Hines, a leading global real estate investment manager, today announced the acquisition of a fully stabilized office building in Seoul, South Korea. This sale and leaseback transaction highlights the firm’s deep local expertise and its focus on deals with alpha potential.
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White papersWill new reforms tackle the ‘Korea discount’?
South Korea’s new ‘Corporate Value-Up Programme’ aims to address the so-called ‘Korea discount’, which sees domestic companies trading at lower price-to-earnings multiples than their global peers.
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White papersGlobal Emerging Markets Equity Outlook, H2 2024
In this report, we discuss noteworthy developments in emerging markets this year that have reinforced our view about the medium- and long-term prospects for the asset class. We see various tangible additional drivers of future growth.
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White papersGEMs ESG Materiality, H1 2024
In the latest issue we shine the spotlight on South Korea’s ‘Corporate Value-Up Programme’, which seeks to improve corporate governance in the country. We also provide an update on our voting and engagement activity.
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White papersThe curious case of Korea’s preference stock discount
A unique feature of the Korean stock market is the pervasive use of non-voting stocks, termed ‘preference shares’. They can trade at discounts to common stock of as much as 50%, or more. Jonathan Pines considers the causes of the phenomenon, what, in his opinion, the ‘right’ level of discount should be, and under what circumstances the team finds these instruments most attractive.
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White papersKorea discount: a dream deferred?
South Korean authorities are looking at a number of measures to address the ‘Korea discount’. Most won’t work, says Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity.
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Asset Manager NewsActis Backs Solar Platform Argo Energy In First South Korean Energy Investment
Actis, a global investor in sustainable infrastructure, has completed its investment into Argo Energy, a South Korean renewable energy platform focused on the development of small utility scale and rooftop solar.
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Asset Manager NewsInvesco Real Estate Sells Majestar in Seoul
Invesco Real Estate, the US$91.1 billion global real estate investment business of Invesco Ltd. (NYSE: IVZ), has sold the Seoul office property, Majestar City Tower B in the Gangnam Business District, known as one of Seoul’s major business districts and one of the best performing office markets in the city, to a REIT vehicle managed by Koramco for KRW 520bn (approximately US$385m)
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White papersSouth Korea 101 - Seoul far, so good?
The South Korean real estate market has drawn significant investor attention over the last few years
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White papersOverlooked and underappreciated: The case for Korea
As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. James Cook, Investment Director of Emerging Markets, explains why Korea is one market that mustn’t be ignored.
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Asset Manager NewsPGIM Real Estate grows APAC logistics footprint with two food warehouses in Korea
SINGAPORE, 11 November 2021 – PGIM Real Estate has strengthened its logistics portfolio in Asia Pacific with the acquisition of two properties in Seoul on behalf of the firm’s Asia Pacific core strategy and through a joint venture with Singapore’s CapitaLand Investment. The properties were acquired from Foodist Co. Ltd and have significant cold chain facilities that support Foodist’s operations of catering and food distribution.
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Asset Manager NewsPGIM Real Estate sells Jung-An Building in Seoul, South Korea
PGIM Real Estate has sold Jung-An Building, a 10-story office building located in Seoul, South Korea. PGIM Real Estate is the real estate investment and financing business of PGIM, the US$1.5 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU).
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White papersMagnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
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White papersAsia: Leading the Race to 5G
To date, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and impacts on several industries. Now, in the third part of this five-part series, we begin to examine how 5G will affect various regions throughout the world. In this third paper, we look at how Asia will transform itself through 5G adoption.
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White papersAsia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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White papers
APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
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White papers
Asia Pacific Real Estate Summary: Edition 1 2016
Macro conditions have generally stabilized across APAC relative to January’s low point, which was characterized by elevated financial market volatility, falling commodity prices and declining global trade which many regional markets depend on to support activity and jobs.
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Asset Manager News
M&G Real Estate makes first retail acquisition in South Korea
M&G Real Estate has acquired three retail assets in South Korea at a combined value of US$230 million, representing an average yield of 6.5%.
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White papers
Insights: Q1 2015
In Asia, active management is becoming an increasingly important driver of outperformance, against a backdrop of moderately positive rental growth and relatively low yields. Attractively priced prime assets aren’t as easy to find as they were a year or two ago.
