Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals
This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the...
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Year-End Dividend Arbitrage - 5 High Conviction Stocks in KOSPI
Don't forget that this year's ex-dividend date for the Korean companies whose fiscal year ends Dec 31 is Dec 27. This means you have to own (or...
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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...
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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...
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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...
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