Korea Value-Up Index Rebalance: US$1.4bn Round-Trip Trade Tomorrow
There are 20 adds and 19 deletes for the index in June, plus large capping changes for Samsung Electronics and SK Hynix, leading to one-way...
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Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
710 Views
Notes from the Silk Road: Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
374 Views
Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
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Summary of KOSPI200 & KOSDAQ150 Upcoming Reshuffle
As I said in my earlier comment, Samsung Biologics Co., Ltd (207940 KS) seems to be benefiting a lot from its inclusion in KOSPI200 index. Perhaps...
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