Alpha Generation Through Share Buybacks in Korea: December 2022
In this insight, we discuss the alpha generation through companies that have been buying back their shares in the Korean stock market in the past...
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The Stocks to Own in Asia – Vol. 39
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Six stock remains, and eight stocks added to our portfolio.
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An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G
This past week, I had an interview with Lee Sanghyun, the founder and CEO of Flashlight Capital Partners (FCP) which is currently an activist...
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Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker
We believe that there is a relatively high probability that the Korean government will lower the highest corporate tax rate bracket from 25% to 22%...
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The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
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