最新大摩报告两篇-有关韩国经济（14页和17页英文）

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Korea Macro Weekly
Can’t Relax on Inflation Yet
Our View on the Korean Economy This Week:
Inflation data are showing a benign picture. CPI YoY
growth eased to one-year low and PPI to 17-month low.
Nevertheless, we should not relax: (1) Inflation
expectations are still quite high. The latest consumer
survey shows that inflation expectations stood at 4.1% in
January, up from 3.7% a year ago.
--------------------------------------------------------
S. Korea Strategy
Correction: Bargain
Opportunities – Holding
Companies, Pref Shares…
The sharp rally in the equity market this year has
generated some inefficiency that is building. In this
report, we identify opportunities to exploit these
inconsistencies and highlight holding companies’
NAV discounts, preferred shares’ discounts and
opportunities around share price dispersion.

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关键词：韩国经济 Expectations Inefficiency expectation Correction 英文 韩国经济

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very good

thanks for your sharing

thanks!

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本文来自: 人大经济论坛 行业分析 版，详细出处参考： https://bbs.pinggu.org/forum.php? ... amp;from^^uid=2795889

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