MKOR Matthews Korea Active ETF Loading... : Investor Sentiment and Bull/Bear Views

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21:07
Aug 03
Sean Taylor CIO and Portfolio Manager, Matthews Asia Bloomberg Markets
Korean equities are fundamentally strong.
Korean equities have incredibly strong fundamentals. Memory semiconductor leaders have become structural growth stories with multi-year earnings not yet priced in. The market ex-semiconductors is cheap at nine times earnings and earnings revisions have surged from 6-7% to over 30%. The industrial angle is underappreciated. The recent correction from overheated retail leverage provides an attractive entry. The Matthews Korea Active ETF MKOR offers active exposure to these multiple drivers.
MKOR 1ST
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About MKOR Investor Commentary

Across the available history and selected sources, Buzzberg tracks MKOR (Matthews Korea Active ETF) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Sean Taylor.