South Korea Banks Screen; Focus on Hana Financial (086790 KS) & Industrial Bank of Korea (024110 KS)
Despite worsening sector NPL trends, we like Hana for attractive valuations to its premium ROE and an undemanding PEG; Industrial Bank of Korea has...
355 Views
ECM Asia Takeaways from Hong Kong Investor Meetings - Rakuten, Growatt, JD Industrial and Others
We spent the second half of last week meeting ECM focused clients in Hong Kong. In this note, we talk about some of the investor feedback for live...
368 Views
Korean Banks: Sharp Rise in Delinquency Ratios in 1Q 2023 & Inverted Yield Curve
We believe that the nine Korean banks (on average) are likely to continue to underperform KOSPI in the next 6-12 months due to the continued rising...
449 Views
ECM Weekly (1st May 2023) - ZJLD, Mankind, JD Industrial, JD Property, CPF Global Food, Horizon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
390 Views
ECM Weekly (23rd Apr 2023) - Rakuten Bank, Merdeka, ZJLD, Mankind, Lalatech, IMotion, Anta, KIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
418 Views