In today’s briefing:
- Analysis of Top 100 Korean YouTube Channels + Significant Market Share Gains for YouTube in Korea
- US Banks – A Closer Look at Office Exposure and Revisiting Capital Adequacy
Analysis of Top 100 Korean YouTube Channels + Significant Market Share Gains for YouTube in Korea
- In this insight, we provided the most recent ranking of the top 100 most popular YouTube channels in Korea (according to Socialblade website).
- The top 100 YouTube channels in Korea have received 390.7 billion in total views as of June 2023. Of these total views, K-Pop channels views accounted for 46.4% share.
- YouTube has been meaningfully taking away market share from Kakao and Naver in the past three years. KakaoTalk’s MAU was 41.5 million in May 2023. YouTube was a close second.
US Banks – A Closer Look at Office Exposure and Revisiting Capital Adequacy
- Credit quality risks are rising in US commercial real estate (CRE) and specifically in office property; furthermore, the prospect of increasing US Treasury bond issuance may heighten T-bond volatility
- We screen for US banks that have strong capital ratios, that can deliver premium returns and can confront the rising credit quality challenges, especially in CRE
- We maintain buys on M&T Bank and Western Alliance, adding Capital One with its healthy capital ratios and low office exposure; we recommend profit taking on First Horizon
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