Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
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4 Key Issues of Shinhan Financial Group Taking Over ING Life Korea
First, this deal hasn't been finalized yet. But it seems almost certain that ING Life Insurance Korea Ltd (079440 KS), Korea's No. 6 life insurance...
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Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
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South Korean Banks: Updating on Value
We update with a progress report at Q218 on four South Korean lenders. This follows on from our insight at Q118....
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South Korean Banks: Buying into a Better Future
South Korean banks are cheap globally. They trade on average at a P/Book of 0.5x and a PER of 6x.Fundamental trends are highly positive as...
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