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OVERWEIGHT

2020 4

March 3

COVID-19 Crash Dossier: Real-Time Market Notes on the KOSPI Collapse, Bottom-Fishing Calls, and the Pension Fund Shield [Market Call: HOLD, OVERWEIGHT] Type: [Follow Up, Investment Memo]
KOSPI’s Historic Back-to-Back Rise [Market Call: OVERWEIGHT, BUY] Type: [Quick Note, Follow Up]
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities [Market Call: Hold, Overweight] Type: [Investment Memo, Follow Up]

January 1

A Belated Year-Ahead Outlook on Equities & Real Estate (2020) [Market Call: OVERWEIGHT, BUY] Type: [Investment Memo, Policy Brief]