Active GEM Funds: Extremes in Positioning & Momentum
GEM Extreme Stocks. HDFC Bank loses steam after merger, Nu Holdings surges to new highs, POSCO plunges to new fund ownership lows.
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Krafton Placement - Stock Has Been Doing Well, Momentum Remains Strong
SK Square is looking to raise around US$198m via selling 2.1% of Krafton (259960 KS). In this note, we talk about the deal dyanmics and run it...
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KT's Foreign Room Below 7.5%, Weight Down-Adjustment Expected in May, Resulting in 3x ADTV Outflow
Screening base date is likely on April 17th. KT's FIF cut to 25% is certain. 3 additions might join the Global Index despite stricter extreme price...
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The Stocks to Own in Asia – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added...
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Korea: Surging Share Cancellations in 2024
We discuss the surging share cancellations in Korea in 2024. As of 8 February 2024, Korean companies have announced 3.3 trillion won worth of...
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