President Moon Announces A Potential Relaxation of Regulations Separating the Banks &Â Industry
President Moon Jae-In made an important announcement this afternoon regarding a potential relaxation of regulations regarding the separation of...
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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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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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