Meritz Financial: Main Target for Flow Trading in KS200 June Rebalancing
This post investigates the free-float rate of Meritz Financial after the two mergers this year, as it is expected to be the main target for flow...
Sanghyun Park
361 Views
Meritz Financial Group: A Large Share Buyback Amid Global Financials Uncertainties
On 17 March (after market close), Meritz Financial Group (138040 KS) announced a share buyback program worth 400 billion won, which represents 5.4%...
Douglas Kim
271 Views
Discussing Why Meritz Swap Spread Not Being Narrowed & When to Enter
This post discusses why the Meritz swap arb yield is not being narrowed and when would be the ideal entry point to build up our positions.
Sanghyun Park
603 Views
Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
Brian Freitas
416 Views
NPS: Increasing Capital Allocation to More Defensive Stocks in Korea
In this insight, we discuss the recent Korean stock portfolio allocation changes by the NPS. The data suggests that NPS has been increasing its...
Douglas Kim
240 Views