Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - December 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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CPMC Holdings (906.HK) Update - It's Time to Prepare for Different Scenarios
Failure to obtain SAFE approval by December for ORG will indicate issues in the process. State-owned capital to complete withdrawal is unlikely....
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A Review of Rights Offerings/Capital Raise Announcements in Korea in 2024
We review the major rights offerings/capital raises that were announced in Korea in 2024. In general, the major rights offerings/capital raises...
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KOSPI200 Index Rebalance: Adds in Line; Couple of Deletes Are Surprises
The KOSPI200 December rebalance will be implemented at the close today. Since announcement, the adds are up 4.3% on average while the deletes are...
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Sustainability Information in Annual Securities Reports Is Evolving into Valuable Information
I would like to discuss the issues on the November 16 Nikkei article, “Corporate Fraud; Challenges in Preparing for Response; 30% of Companies Have...
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