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...
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Short Sellers Charge Into Industrials, Exit Tech
Short interest moved sharply across both directions this week. FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and...
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Investors' Capital Allocation Shift Among Korean Banks Post Collapse of SVB Financial
Svb Financial has collapsed and Credit Suisse is on the verge of collapse. We discuss a trading strategy on Korean banks amid the ongoing...
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Collapse of Silicon Valley Bank (SVB) - Impact on Korean Banks
The collapse of SVB Financial will negatively impact Korean banks due to risk-off investment sentiment, greater excuse to hold on to cash by Korean...
718 Views
KRX Foreign Holding Weekly (Aug 7th): Samsung Electronics, SamsungElecMech, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SamsungElecMech, Samsung...
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