Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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Xiaomi 4Q2019 Results: Revenue Growth Rebounds; Shares Are Still Overvalued
Xiaomi reported its 4Q2019 and full-year 2019 results yesterday (31st March) after market which saw revenues growing 17.7% YoY in 2019 while...
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LG Corp Stub Again Offers a Rare Entry Point
LG Group's holding company, LG Corp, is at a new 1-year low relative to its Big Four subsidiaries. On a 20D MA, they are at -2σ, a level which we...
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Korea Preferred/Ordinaries Pair Trades
With the heightened volatility and amendment of the short sell rules in Korea, there have been significant movements in the discounts on the...
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Korea Preferred Shares - Liquidity Picks Up Amid Some Big Moves
Preferred shares in Korea have historically traded at a discount. At times the discount has been so wide that funds have been set up just to invest...
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