China Technology Sector Improving -- Add Exposure
Market dynamics remain largely positive which continues to support our constructive outlook, and we view recent weakness as a buying opportunity....
394 Views
Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
531 Views
South Korean Banks: You Back the Big Prices, Not the Favourites
South Korean banks are called many things. Dull, boring, mediocre...the terms of endearment are endless. Perhaps even solid on a good day. "Value...
598 Views
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),...
402 Views
KRX Foreign Holding Weekly (Feb 27th): Samsung Electronics, Samsung Elec (PREF), SK Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Samsung Elec (PREF), SK...
296 Views