Hana Financial: Costs Out of Whack
We have adopted a mostly constructive view of South Korean lenders in recent months based on relative valuation: South Korean Banks: You Back the...
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A Pair Trade Between KB Financial and Woori Financial
Kb Financial Group (105560 KS) and Woori Financial Group (316140 KS) are the second and fourth largest banking groups in South Korea (in terms of...
514 Views
South Korean Banks: Stuck in the Value Vault
South Korean bank shares continue to feature in the "value" vault. By FV, P/Book or Earnings Yield, bank shares do not seem expensive. Dividend...
430 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
469 Views
*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
535 Views