KOSPI200 Rebalance Preview: The Final Cut
The Korea Exchange (KRX) will announce the results of the June 2020 review of the KOSPI 200 in the second half of May. The constituent changes will...
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Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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Two Notable Changes in National Pension Service of Korea: Activism Guideline and Delegation of Votes
Last January, National Pension Service (NPS) of Korea, the world's third-largest pension fund, finally announced detailed guidelines of stewardship...
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Tae Young E&C Demerger Summary
Tae Young E&C finally announced a demerger for a holding company transformation, which one of the local activist funds named Must Investment...
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Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q3 2019
Reduced List, but significant all the same OurQ2-2019 Small-Mid Cap High-Risk list of stocks (Screening the Silkroad: Small-Mid Cap High-Risk...
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