Daily BriefsMacro

Macro: Optimal KOSPI200 P/B Value Screen: Growth (Ali) Vs. Value (Foreman) – Latter Is Winning in Korea and more

In today’s briefing:

  • Optimal KOSPI200 P/B Value Screen: Growth (Ali) Vs. Value (Foreman) – Latter Is Winning in Korea

Optimal KOSPI200 P/B Value Screen: Growth (Ali) Vs. Value (Foreman) – Latter Is Winning in Korea

By Douglas Kim

  • One of the optimal criteria for P/B screen has been to focus on the 150 lowest P/B stocks in KOSPI200. 
  • We provide five different time frames to assess how the investors are shifting to more value names (as evidenced by lower P/B stocks).
  • We compare the growth vs value stocks in Korea to Ali (growth) vs Foreman (value). Right now, value (as evidenced by lower P/B stocks) is winning in Korean stock market. 

Before it’s here, it’s on Smartkarma