South Korea Casinos: Despite Persistent Negatives, a Post Pandemic Future Could Be Bullish
South Korea casinos have been under the Asian gaming radar due to macro factors. They showed relaative residence during pandemic. Post-pandemic...
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NPS - Greater Emphasis of ESG Based Investing for Korean Stocks & Bonds Starting 2021
It has been reported in the past few days that NPS is likely to put a greater emphasis on ESG (environmental, social, & governance) based...
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Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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KMH Shilla Leisure IPO Preview (Part 2) - Valuation Analysis
To value KMH Shilla Leisure, we used three comps including Yong Pyong Resort Co Ltd (070960 KS), E World (084680 KS), and Ananti (025980 KS). KMH...
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