Smartkarma Originals
Bank M&A in Asia ā a Decade in Review
Several countries are pushing for more M&A in Asian banking as a way to ameliorate risks (India) or to possibly compete more regionally...
591 Views
KB Financial: Steady State
Having emphasised South Korean banks as an interesting value play in South Korean Banks: You Back the Big Prices, Not the Favourites , results at...
379 Views
Hana Financial: Costs Out of Whack
We have adopted a mostly constructive view of South Korean lenders in recent months based on relative valuation: South Korean Banks: You Back the...
440 Views
A Pair Trade Between KB Financial and Woori Financial
Kb Financial Group (105560 KS) and Woori Financial Group (316140 KS) are the second and fourth largest banking groups in South Korea (in terms of...
678 Views
South Korean Banks: Stuck in the Value Vault
South Korean bank shares continue to feature in the "value" vault. By FV, P/Book or Earnings Yield, bank shares do not seem expensive. Dividend...
843 Views