KT, the Undervalued Wallflower — a Cautious Toe In

Today I picked up some KT (030200). The valuation looked cheap and there's a catalyst brewing, but the market hasn't warmed to it yet and the risk read still bugs me a bit, so I'm treating it as an 'undervalued wallflower' and only dipped a toe in. KB Financial and Korea Zinc stay on the watchlist — nothing wrong with them, the mood just hasn't ripened enough for conviction yet. Everything else in the book I left as is — no reason to sell, no reason to add.