The Stocks to Own in Asia – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, it has generated a before-fee total...
496 Views
GEM Weekly (7 Apr 2023): Asian PMI, South Korea, Thailand, Philippines CPI; SK Hynix, NCSoft, Kakao
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
713 Views
Recent NPS Buys and Sells in Korea
In this insight, we discuss 39 stocks major stocks in Korea which have experienced changes in their ownerships by the NPS in the past several weeks.
776 Views
Using Smartkarma/OWL ESG Analytics to Narrow Down List of Corporate Activism Targets in Korea
We discuss how to use the OWL ESG Analytics (available on Smartkarma) to narrow down the list of companies that could be the next targets of...
710 Views
Global Emerging Markets: Reporting Season Summary, 3Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
462 Views