Smartkarma Originals
APAC Insurers Series (#3): Initial Theses At Different Stages of Being Played Out
Theses for the three insurers we highlighted are at different stages of being played out: PICC P&C's has most materialized while Pru's still has a...
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What Is NPS Buying & Selling?
In this insight, we discuss a list of 60 stocks in Korea where NPS recently added or reduced 1% or more stake (27 adds and 33 reduce).
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2023 High Conviction: Samsung Life - A Play On Korea’s Rising Yields
Samsung Life offers a good way to play out the thesis of rising yield environment in Korea into 2023, which is the only major East Asian country...
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JB Financial Group: Four Key Investment Merits
The key investment merits of JB Financial Group include highest ROE and dividend yield among peers as well as potential inclusion in KOSPI200 in 2023.
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KOSPI 200 Rebalance in 1H 2023 - Five Potential Additions Post Deletions of Meritz Affiliates
In this insight, we discuss potential additions to KOSPI 200 post likely deletions of Meritz F&M Insurance and Meritz Securities from KOSPI 200 in...
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