英文【Bernstein】亚洲量化策略：是时候加倍投资韩国股票了

报告摘要

Asia Quantitative Strategy Asia Quant Strategy: Time to double-down on Korean equities rupal.agarwal@bernsteinsg.com

核心要点

11 June 2025

报告信息

文件全名: 《英文【Bernstein】亚洲量化策略：是时候加倍投资韩国股票了-29页.pdf》
适合读者: 投资人行业研究员
核心数据: out to be the best Asian market YTD, up 25%, and we believe it is time to double-down on
(GEM active funds still -0.3% UW Korea). Repatriation of money could be another catalyst in
from ~6% last year to 9% now (above 10yr avg. of 8%) with 24% of KOSPI Index having
ROE>15% vs. 22% a year back. The dividend payout ratio has moved from 18% a year ago
to 21% now (above 10yr avg of 17%).
核心议题: 股票

常见问题

《英文【Bernstein】亚洲量化策略：是时候加倍投资韩国股票了》主要包含哪些内容?

Asia Quantitative Strategy Asia Quant Strategy: Time to double-down on Korean equities rupal.agarwal@bernsteinsg.com核心数据:out to be the best Asian market YTD, up 25%, and we believe it is time to double-down on;(GEM active funds still -0.3% UW Korea). Repatriation of money could be another catalyst in;from ~6% last year to 9% now (above 10yr avg. of 8%) with 24% of KOSPI Index having。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 29。

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这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了股票等议题。