Weeding Out the Chaff for Portfolio Outperformance in 2017
Investors prefer companies that can consistently grow their sales and profits, at reasonable valuations. In this report, we selected 72 companies...
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Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
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Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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Shinhan Financial Placement - Industry Tailwinds and Strong Fundamentals
POSCO (005490 KS) will be raising US$160m by selling 4.36m shares of Shinhan Financial Group Ltd (055550 KS) in a secondary share placement. The...
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U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
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