Share Classifications: Jan 2019 Month-End Snapshot
This month-end share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitors and Ke Yan's HK Connect Discovery...
507 Views
Smartkarma’s Week That Was in JP/KR: Amorepacific, Hitachi, and Trump's 2nd Meeting With KJU
The start of the year has been bullish on the Korean and Japanese stock markets. KOSPI is up 4% and Nikkei is up 3% YTD. Some of the most beaten...
426 Views
South Korea's Plummeting Population Growth - Long Term Structural Impact on Korean Banks
It was reported that South Korea's population increased only 0.09% YoY at the end of 2018. The population growth has been declining in the past...
573 Views
Share Classifications: Mid-December 2018 Snapshot
This weekly share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitor - most recently discussed in H/A...
614 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
393 Views