JER — Juhyung Equity Research

📍 Seoul & Arizona · Independent Equity Research

Data-driven, independent equity research by a student analyst — covering fundamentals, valuation, and long-term conviction.

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0Published Reports

2026Since

About the Analyst

Beyond the numbers,
the real story.

I'm a student analyst based in Seoul and Arizona with a passion for uncovering mispriced opportunities in public markets. From dissecting financial statements to mapping industry dynamics, I approach every company as a puzzle worth solving.

Welcome to JER — Juhyung Equity Research. I believe the Korean market is home to world-class businesses that remain significantly undervalued by global investors, and that rigorous, accessible research can help bridge that gap.

This site is my personal research archive — a place to publish independent equity reports, track my analytical track record, and grow in public. Nothing here constitutes financial advice.

Value Investing DCF Modeling Technology Consumer Macro Research Korean Markets

Juhyung
Lee

Research Archive

Latest Reports

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Technology Apr 10, 2026

NAVER Corp. — Ad Recovery & AI Monetization

Reassessing valuation as search ad revenues rebound and HyperCLOVA X moves toward commercial deployment.

Consumer Mar 22, 2026

LG H&H — China Re-entry Strategy Assessment

Evaluating long-term margin recovery as the company rebuilds its luxury portfolio and reduces duty-free dependency.

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Next report
coming soon

Research Philosophy

How I think about analysis

Objectivity

The data leads; the conclusion follows. I form no view before the work is done, and I'm willing to be wrong publicly and update visibly.

Depth

Surface-level metrics rarely explain pricing discrepancies. I dig into business models, competitive moats, and capital allocation before putting a number on anything.

Integrity

Missed calls are documented alongside correct ones. I believe more is learned from being wrong than from being right — so the record stays honest.

Get in Touch

Questions, feedback,
or collaboration?

I'm always open to discussing ideas, receiving criticism on published research, or exploring collaborative work. Reach out anytime.

✉ Juhyungl@asu.edu

Beyond the numbers,the real story.