Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of May 8th. The aggregated holding was USD1,577.8bn.</li>
<li>We estimate that foreign flows to be inflows of USD196mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix, LS ELECTRIC.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of May 8th. The aggregated holding was USD1,577.8bn.
We estimate that foreign flows to be inflows of USD196mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix, LS ELECTRIC.


KRX Foreign Holding Weekly (May 8th): Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

<p>In a joint research between Google, the world's search titan with more than 99% market share of search in Thailand, and Temasek, the mighty sovereign wealth fund of Singapore, they highlight a few interesting points about e-commerce in the region. <em>MCorp Review </em>has received several questions regarding e-commerce in Thailand. While this study is not that helpful in answering questions on individual countries, it does help us see the big picture in which we operate in yo.</p><table class="table table-striped"><tbody>
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<td>Stocks</td>
<td>Business</td>
<td style="text-align: center;">Shr pr</td>
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</tbody></table>…

In a joint research between Google, the world's search titan with more than 99% market share of search in Thailand, and Temasek, the mighty sovereign wealth fund of Singapore, they highlight a few interesting points about e-commerce in the region. MCorp Review has received several questions regarding e-commerce in Thailand. While this study is not that helpful in answering questions on individual countries, it does help us see the big picture in which we operate in yo.

Stocks
Business
Shr pr

…

Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

<p><strong>In this Issue:</strong></p><p><strong>A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper bull, seabed mining, Videsh risk, UAE email leak details financial war with Qatar, will big tech be more compliant with security services to head off regulatory threats, ECB articles on China. Unfortunately, the liquor is not on us!!</strong></p><div class="content-highlight"><p><strong>1.  <a href="https://www.smartkarma.com/entities/16029" target="_blank" data-smartkarma-citation="entities:16029:1">Naver Corp (035420 KS)</a> is playing politics by issuing negative statements about Google in Korea.</strong>  After appearing…</p></div>

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper bull, seabed mining, Videsh risk, UAE email leak details financial war with Qatar, will big tech be more compliant with security services to head off regulatory threats, ECB articles on China. Unfortunately, the liquor is not on us!!1.  Naver Corp (035420 KS) is playing politics by issuing negative statements about Google in Korea.  After appearing…

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<p><strong>Favored Korean stock breakout patterns to take advantage of the next Kospi up leg</strong></p><p>Kospi has formed a bull flag that is slated to break higher targeting 342 with an ideal tactical target at 350 from which point we expect to see a good tactical pullback. Japan is due for a well needed rally pause and should see rotation into Korea given these are our top melt up bets in Asia. </p><p>For those who need to add exposure to Korea we have a group of stocks that show interesting bull breakout patterns…</p>

Favored Korean stock breakout patterns to take advantage of the next Kospi up legKospi has formed a bull flag that is slated to break higher targeting 342 with an ideal tactical target at 350 from which point we expect to see a good tactical pullback. Japan is due for a well needed rally pause and should see rotation into Korea given these are our top melt up bets in Asia. For those who need to add exposure to Korea we have a group of stocks that show interesting bull breakout patterns…

<p>We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi index to the tune of 300 basis points from the 212 level and have loaded up in stocks like SEC, Hanmi Science, SK Telecom, SK Holdings and Hyundai Heavy. We recently added Naver and Samsung SDI. With HK on shaky footing near term and Japan due for a minor stall, Korea is taking the baton and will carry equity strength.</p><p>Today, we look at bullish…</p>

We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi index to the tune of 300 basis points from the 212 level and have loaded up in stocks like SEC, Hanmi Science, SK Telecom, SK Holdings and Hyundai Heavy. We recently added Naver and Samsung SDI. With HK on shaky footing near term and Japan due for a minor stall, Korea is taking the baton and will carry equity strength.Today, we look at bullish…

South Korea

Naver Corp. provides Internet site with web portal services, such as search engine, online game and content development.  The Company also offers marketing service through text and banner advertisement.

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Naver Corp (035420 KS)

KRX Foreign Holding Weekly (May 8th): Samsung Electronics, Samsung Elec (PREF), SKSQUARE, SK Hynix

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Samsung Elec (PREF),...

Ke Yan, CFA, FRM

Googling ASEAN E-Commerce

In a joint research between Google, the world's search titan with more than 99% market share of search in Thailand, and Temasek, the mighty...

Athaporn Arayasantiparb, CFA

21 Things Worth Knowing (#12)

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper...

Mark Artherton

Korea Stock Breakouts

Favored Korean stock breakout patterns to take advantage of the next Kospi up legKospi has formed a bull flag that is slated to break higher...

Thomas Schroeder

Loading up in Korean Stocks

We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi...

Thomas Schroeder

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