South Korea

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

Cross Asset Strategy
199 Views, 11 May 2022 17:57
EXECUTIVE SUMMARY
  • 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. 
detail (9-minute read)
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Douglas Kim
Korea/Asia, New Economy, IPOs, Events
South KoreaEquity Bottom-UpEquity Capital Markets

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following se... 

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