KOSDAQ150 Index Rebalance Preview: Lots of Changes Expected Already; More to Come
Less than a third of the way through the review period, we see 14 potential inclusions and exclusions from the KOSDAQ150 index. The resumption of...
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Korea Stock Market Monthly Recap #20 (November 2017)
In November, there was continued sector rotation in Korea, with investors selling some of the market leading IT names and buying healthcare, media...
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Korea Stock Market Monthly Recap #19 - (October 2017)
In October, there was a massive rotation into the consumer sector, and the sector ETF was up 14.4% during the month. Since the last week of...
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Tapex IPO (Valuation Analysis) - A Market Leader in Rechargeable Batteries Tapes
We like the Tapex IPO and recommend investors to take the deal. The company has a solid niche in the rechargeable battery, semiconductor, and...
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Korea Stock Market Monthly Recap #18 - (September 2017)
In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...
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