Nuclear Power: The Best Performing Sector in the Korean Stock Market in 2021 - Why?
Nuclear power has been the best performing sector in the Korean stock market so far in 2021. We explain three major reasons driving the nuclear...
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Smartkarma Originals
Asian Nuclear Energy Industry: The Value Chain
China leads the world in nuclear generation growth. CGN Power appears undemanding at 7.8x PER and 1.4x PB, with a 10.6% ROE (vs. 9% for peers). A...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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Corporate Governance Issues in Some of the Most Widely Held Korean Corporates
For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets. This...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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