Korea Stock Market Monthly Recap #49 (June 2020)
Review of Top 10 Issues Related to Korean stock market, economy, & politics in June 2020: SK Biopharm IPO SK Holdings downgrade Capital gains...
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Tokai Carbon Korea (TCK) - Priced for A "Near-Perfection"
In our view, Tokai Carbon Korea (064760 KS)'s valuation premium versus its peers appears reasonable but priced to "near-perfection." A key risk...
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"Buy the Rumor" Of Upcoming KOSPI200 Rebalance in 12/2020 & "Sell the News" Of 6/2020
In this insight, we provide an analysis of "buying the rumor" of potential additions to the next KOSPI200 rebalance in December 2020 as well...
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Screening the Silk Road: Q2-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth as an investment style has remained prominent over the COVID-19 period, reinforcing its decade long dominance over the value. The key...
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KOSPI200 Rebalance - What's In Store for Bottom 10%?
This is a follow-up to Brian Freitas' insight KOSPI200 Rebalance Preview - The Early Bird Gets the Worm. In our analysis, we highlight 10 potential...
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