HOLT® Reports

HOLT® is Credit Suisse’s leading equity analysis and valuation tool that provides investors with unique insights into a company's performance, valuation, future expectations, and risk considerations using a database of over 20,000 companies across 70 countries.

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February 19, 2021

HOLT® Korea Consumer Insights - Who's best positioned for potential economic recovery?

Consumer sector underperformed the Korea market in the past 12 months as companies' profitability deteriorated amid the pandemic lock-down, but the CFROI outlook for 2021 appears constructive as Korea’s economy gradually normalises. We ran two sets of screens to identify stocks that are highly leveraged to Korea's potential economic recovery.

January 20, 2021

HOLT® Korea Insights - Valuation snapshots and idea screens for 2021

Korea was the best performing market in Asia in 2020, but valuation does not appear stretched thanks to robust CFROI outlook for 2021. We provide four sets of stock screens based on our observation of valuation snapshots and identify opportunities within SMID-caps and value/quality factors.

July 3, 2020

HOLT® Korea Insights –Taking a thematic view post the market recovery

Now that the Korea market recovered to the level prior to the pandemic outbreak, we regrouped the market into six different themes to better understand CFROI profiles and assess where the biggest opportunities are. Based on our observations across the themes, we also screen for 26 attractive stocks in Korea.

March 16, 2020

HOLT® Korea Insights - Focus on cash and asset turns amid macro uncertainties 

Following the market correction amid the COVID-19 outbreak, market-implied CFROI for Korea has declined sharply from 7.2% to 6.4%. While we are cautious of further downgrades given the current weak market and earnings sentiments, we identify shock absorbers and defensive stocks that demonstrate improving asset turns and/or strong cash position.

December 2, 2019

HOLT® Korea Insights - One Korea, Two Universes: A shift to asset light capital structure

This report assesses Korea’s CFROI growth outlook in 2020, while highlighting attractiveness in valuation as well as fast improving cash flow sentiment. We provide three stock screens based on HOLT observations of factor and style performances, and also individual stock picks based on sector-level observations.