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...
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Price/Flow Impact on Four Constituent Changes in KODEX Top 5 Plus ETF Rebalancing in June
This post presents a Long Short basket trade idea on the four potential constituent changes in the KODEX Top 5 Plus TR ETF rebalancing in June.
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Investors' Capital Allocation Shift Among Korean Banks Post Collapse of SVB Financial
Svb Financial has collapsed and Credit Suisse is on the verge of collapse. We discuss a trading strategy on Korean banks amid the ongoing...
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Collapse of Silicon Valley Bank (SVB) - Impact on Korean Banks
The collapse of SVB Financial will negatively impact Korean banks due to risk-off investment sentiment, greater excuse to hold on to cash by Korean...
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Alpha Generation Through Share Buybacks in Korea: 1Q 2023
In this insight, we discuss the alpha generation through companies that have been buying back their shares in the Korean stock market in 1Q 2023.
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