Meritz Fire & Marine Insurance Watchlist
MSCI Korea IR: Rise of Meritz Fire, Wemade Gone, Kakao Pay Still Tricky, & SK Square Certainty
294 Views, 18 Jan 2022 13:16
- Additions: Meritz Financial Group and Meritz Fire (with a YTD price gain of over 40%) are very likely, and Kakao Pay is still the trickiest one.
- Deletions: Shinpoong Pharm is the most likely one, but the others remain a slim possibility.
- Float rate changes: SK Square is a certainty with the most significant impact, and SKIET and HMM deserve our attention.