KOSPI Index - Banks Hardly Participating
KOSPI index has done well, but banks are hardly participating. Kakaobank may be most interesting given its ROA expansion and size, while Woori may...
571 Views
Korean Banks: Sharp Rise in Delinquency Ratios in 1Q 2023 & Inverted Yield Curve
We believe that the nine Korean banks (on average) are likely to continue to underperform KOSPI in the next 6-12 months due to the continued rising...
605 Views
Evidenced Based Analysis of BOK Base Interest Rate Changes & Korean Banks' Share Price Performances
In this insight, we provide an evidenced based analysis of Bank of Korea (BOK) base interest rate changes and Korean banks' share price...
696 Views
Buying Global Financials & Autos/Auto Parts
Global automobile stocks display bullish price and RS inflections with many breaking out to new highs. Financials are attractive globally, ranging...
399 Views
China Banks: It's All About the Dividend
In these times of dividend risk, the appeal of Chinese banks may come into question. Chinese banks have cut dividends before, and a replication of...
733 Views