Korean Brokerages - Taking the First Steps to Price Investment Research
For the past three decades, the Korean brokerage industry has mostly followed the global investment banks in making investment research free for...
637 Views
KRX Foreign Holding Weekly (Apr 17th): SK Hynix, Doosan Enerbility, Samsung Elec (PREF), APR
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Doosan Enerbility, Samsung Elec (PREF),...
271 Views
Alpha Generation & Share Buybacks in Korea
Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27...
689 Views
Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
1.2k Views
Indonesia - Rising Bad Loans Not as Dire as Some Make Out
For sure NPLs are up in 1Q16 for Indonesia’s banks. But we are sanguine about the outlook for these banks, which rank well on most every measure in...
1.5k Views