Asian Equities: The Earnings Boom - Korea Taiwan, Malaysia, Tech and Basic Materials Rule the Roost
Asia-Ex-JP equities shift from valuation to earnings driven rally. KR & TW lead EPS est growth. Consumer sectors lag. Consumption sentiment...
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CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
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Primer: KB Financial (105560 KS) - Aug 2026
Leading Market Position and Diversified Model: KB Financial is a dominant financial group in South Korea, built upon the extensive customer...
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South Korea Overtakes China as EM's 2nd Largest Allocation
South Korea overtakes China & HK as EM's second-largest country allocation at 22.4%, driven almost entirely by a surge in Technology weights in...
120 Views
KB Financial Group (105560 KS) — Record Earnings & Cancellation: The Cleanest Value-UP Compounder
Korea's cleanest Value-Up compounder. Record earnings, record buybacks, defensive flows — re-rating still incomplete. BUY, TP W220,000, 22.6% upside.
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