Why are Youngone & Hyundai Motor stock interesting, Chan H. Lee & Albert Yong of Petra Capital?

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Could Korean equities offer the same chance for high returns as Japanese equities?
I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management (petracm.com/).
The video was recorded end of February 2024.
We have discussed the following:
00:00 Podcast preview
00:58 Introducing Petra Capital
02:34 Is South Korea the winner of the US-China conflict?
05:59 Investing atmosphere in the past 2 years
08:12 Friendly activism
09:38 Competition within Korea
13:46 Example company: Hyundai Motor Company GDR stock
17:55 Example company: Youngone Corp stock
20:03 Export orientation
22:27 Idea generation
28:45 How entrepreneurial is Korea?
31:49 Check out GI Plus
32:29 Research process and K-Pop
37:20 Portfolio construction
39:55 Resilience of the portfolio
42:00 Closing thoughts
49:23 Thank you
49:30 Disclaimer
#goodinvesting #korea #asianequities
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Пікірлер: 9

@gregorsimon9337 2 ай бұрын

Hi, I'm glad to have found you and subscribed your channel. I'm actually invested in Hyundai for a few months. Went pretty good this far. 😊

@GoodInvestingTalks Ай бұрын

Great to see you again! I hope things have developed great for you 😊.

@daniellevens9990 3 ай бұрын

Chan is great! If you want to invest in Korea, Petra is a great vehicle

@crunchycho 3 ай бұрын

excellent. i had no interest in korean businesses, but this definitely warrants more research!

@GoodInvestingTalks 3 ай бұрын

Thank you very much!

@awanderer9000 3 ай бұрын

Does Petra Capital have a fund in which general public or qualified investors can invest? What is the performance of this fund (3yr, 5yr, 10yr, since inception annualized)? I could not find this information anywhere.