Surging Share Buybacks in Korea in 2024
Capitalizing on the lower share prices combined with the government's pressure for Corporate Value up improvements, the share buybacks surged in...
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Asia Ex-Japan Funds: Stock Positioning Update
Top holdings remain unchanged: TSMC, Samsung Electronics, and Tencent are almost universally owned. TSMC hits record weights but active funds sell...
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NPS: Portfolio Rebalance Could Lead to Buying At Least 25 Trillion Won in Korean Stocks in 2025
In 2025, the NPS could purchase significant amounts of Korean stocks (at least 25 trillion won) which could act as support in the domestic stock...
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Corporate Value Up Korea; Will It Start Working Now and into 2025?
Will Korea Corp Value Up program start to really work in 2025? What will drive this program to work is not government pressure but peer pressure
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KRX Short Interest Weekly (Sep 4th): Samsung SDI, LG Display, Alteogen, OCI, SK Hynix
We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung SDI, LG Display, Alteogen, OCI, SK Hynix.
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