Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
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Screening the Silk Road: Q4 2020 High Risk Names to Avoid
Our Q3 screen delivered 600bps of under performance. With volatility is set to increase as we head into H1 2020, which stocks are most at risk in...
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E&D Co Valuation Analysis
Our base case valuation multiple for E&D Co is 19x P/E. Using this multiple and applying to our estimated net profit of 13.8 billion won, this...
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StubWorld: Ayala Corp Under Pressure As Govt Probes Contracts
This week in StubWorld ... Ayala Corporation (AC PM) trades around its one-year low discount to NAV as the Duterte administration steps up its...
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Korean Stubs Spotlight: A Pair Trade Between Ecopro Co and Ecopro BM
In this report, we provide an analysis of our pair trade idea between Ecopro Co Ltd (086520 KS) and Ecopro BM Co Ltd (247540 KS). Our strategy will...
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