EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
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MCorset IPO Preview (Part 2) - Valuation Analysis
We are positive on the MCorset IPO. Our one year price target of the company is 13,600 won, which would represent nearly 18% higher levels than the...
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MCorset IPO Preview (Part 1)
MCORSET Inc (204020 KS) is a Korean apparel maker getting ready for an IPO in July (KOSDAQ listing). MCorset makes underwear, pajamas, and other...
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Unison Rights Offering Review - Very Unusual Event
We have a very unusual (but very interesting) rights offering in Korea. This time, Korea's oldest and largest wind power developer/operator...
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