Kakao Bank IPO - Riding on Parent's Network but Boundaries with Kakao Pay Remain Unclear
KakaoBank (1349010D KS) (KB), South Korea’s largest digital bank, aims to raise up to US$2.2bn in its South Korean IPO. Kakao Corp (035720 KS) held...
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Korea Banks 20% Dividend Cap Scrapping: Projected Div Payout & Yield of 8 Bank Stocks
Korea's financial regulators will likely scrap the 20% dividend payout ratio cap this month. This post investigates the projected dividend payout...
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Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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South Korean Banks: Continuing Systemic Improvement Though It Pays to Be Selective
South Korea's Banking Sector has made more progress fundamentally over the last five years versus say a market such as Taiwan, even China, or...
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