Mr. Choi Goes to Washington
The Deputy Prime Minister Choi Sang Mok reaffirmed the Corporate Value Up program, pushing up the major value driven/low PBR stocks in Korea today.
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Leaders and Laggards in Advanced Asia-Domiciled Insurance Sector
Insurers domiciled in Advanced Asian Economies have reaped the benefits of the higher-for-longer interest rate environment that has buoyed...
209 Views
South Korean REITs May Have Bottomed
There are signs that the South Korean REIT market may have bottomed in the past 3-6 months after significant market underperformance from 2021 to...
203 Views
Doosan Robotics IPO - Thoughts on Valuation - A Punt at Best, a Crash at Worst
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. comparison. In this note, we talk about valuation.
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Smartkarma Originals
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
482 Views