Korea's Low Dividend Stocks Facing Pressure From Institutional Investors
Korean companies have historically carried fairly low dividend yields, which is one of the key factors driving the so-called "Korea Discount". As...
471 Views
Korea - Technology Covering Offsets Shorts in Other Sectors
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 28 February...
458 Views
Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
518 Views
Korea - Shorts Increase on Samsung Common and Pref Shares
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 21 February...
446 Views
Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
493 Views