Of 21 Voya Emerging Markets Index Portfolio Portfolio Holdings As of August 31, 2021 (Unaudited)
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FTSE Korea 30/18 Capped
2 FTSE Russell Publications 19 August 2021 FTSE Korea 30/18 Capped Indicative Index Weight Data as at Closing on 30 June 2021 Index weight Index weight Index weight Constituent Country Constituent Country Constituent Country (%) (%) (%) Alteogen 0.19 KOREA Hyundai Engineering & Construction 0.35 KOREA NH Investment & Securities 0.14 KOREA AmoreG 0.15 KOREA Hyundai Glovis 0.32 KOREA NHN 0.07 KOREA Amorepacific Corp 0.65 KOREA Hyundai Heavy Industries 0.29 KOREA Nong Shim 0.08 KOREA Amorepacific Pfd. 0.08 KOREA Hyundai Marine & Fire Insurance 0.13 KOREA OCI 0.17 KOREA BGF Retail 0.09 KOREA Hyundai Merchant Marine 1.02 KOREA Orion 0.21 KOREA BNK Financial Group 0.18 KOREA Hyundai Mipo Dockyard 0.15 KOREA Ottogi 0.06 KOREA Celltrion Healthcare 0.68 KOREA Hyundai Mobis 1.53 KOREA Paradise 0.07 KOREA Celltrion Inc 2.29 KOREA Hyundai Motor 2.74 KOREA Posco 1.85 KOREA Celltrion Pharm 0.24 KOREA Hyundai Motor 2nd Pfd. 0.33 KOREA Posco Chemical 0.32 KOREA Cheil Worldwide 0.14 KOREA Hyundai Motor Pfd. 0.21 KOREA Posco International 0.09 KOREA CJ Cheiljedang 0.3 KOREA Hyundai Steel 0.33 KOREA S1 Corporation 0.13 KOREA CJ CheilJedang Pfd. 0.02 KOREA Hyundai Wia 0.13 KOREA Samsung Biologics 0.92 KOREA CJ Corp 0.11 KOREA Industrial Bank of Korea 0.22 KOREA Samsung C&T 0.94 KOREA CJ ENM 0.15 KOREA Kakao 3.65 KOREA Samsung Card 0.08 KOREA CJ Logistics 0.12 KOREA Kangwon Land 0.23 KOREA Samsung Electro-Mechanics 0.81 KOREA Coway 0.36 KOREA KB Financial Group 1.78 KOREA Samsung Electronics 25.36 KOREA Daewoo Engineering & Construction 0.12 KOREA KCC Corp 0.12 KOREA Samsung Electronics Pfd. -
Renewables DEBT PRESENTATION
Renewables Adani Green Energy Limited DEBT PRESENTATION September 2020 1 CONTENTS Adani Group AGEL - Portfolio and 04-07 09-21 Growth Strategy AGEL: COVID–19 Update 09 Adani: World class infrastructure AGEL : Leading Renewable Player AGEL- Replicating Adani Group Case Study: 570 MW RG2 Bond & utility portfolio 04 in India… 10 Business Model: O&M Philosophy 14 Issuance 18 Adani Group: Repeatable, robust & AGEL: Large, Geographically AGEL- Replicating Adani Group Case Study: Strategic Sale to proven model of infrastructure Diversified Portfolio 11 Business Model: Capital TOTAL SA - De-risking through development 05 Management Philosophy 15 Capital Management 19 AGEL: Locked-in Growth with Adani Group: Repeatable, robust improving counterparty mix 12 Pillars for Capital Management AGEL- Capital Management: business model applied to drive Plan 16 Journey so far & Next Steps 20 AGEL- Replicating Adani Group value 06 Business Model: Development Case Study: 930 MW RG1 Bond Global Benchmarking: Adani AGEL: Robust Business Model Philosophy 13 Issuance 17 Energy Portfolio vs. Global peers 21 with Rapid Growth & Predictable Returns.. 07 AGEL - ESG 23-27 Conclusion 28 Appendix 31-45 2 AGEL ESG Philosophy 23 AGEL: ESG performance for FY20 24 AGEL Project Details, Financials, Environment awareness and Strategic Priorities 31-35 initiatives 25 Attractive Industry Outlook, Technology intervention enabling AGEL: A Compelling Investment Case 28 Regulatory Landscape 37-39 effective management of resource 26 RG1 & RG2 Financial & Operational AGEL’s Governance: -
Strategy – Alternate View
Strategy – Alternate view ICICI Securities Limited is the author and distributor of this report New-age stocks poised for entry into NIFTY50 but could miss entry in Sep’21 reshuffle; Cyclicals also improve free float market cap rank! Research Analysts: Vinod Karki [email protected] +91 22 6637 7586 Siddharth Gupta, CFA [email protected] +91 22 2277 7607 Alternate view is a differentiated approach of analysing stocks and markets which combines the discipline of our proprietary fundamental quantitative frameworks with the judgement of bottom‐up research for generating investment ideas Please refer to important disclosures at the end of this report ` Equity Research July 23, 2021 INDIA CNX Nifty: 15824 Strategy ICICI Securities Limited is the author and distributor of this report New-age stocks poised for entry into NIFTY50 but could miss entry in Sep’21 reshuffle; Cyclicals also improve Alternate View: Nifty50 reshuffle free float market cap rank! Based on data till 19th Jul’21, the upcoming semi-annual NIFTY50 reshuffle could result in Info-edge being the closest contender to replace IOCL on 29th Sep’21. However, Info-edge is marginally behind in terms of average free float market capitalisation criteria (US$ 5bn and 3.7% lower than 1.5x that of IOCL – the smallest free float market cap stock within the current NIFTY50 index) while fulfilling other conditions such as inclusion in the F&O list and being part of the upcoming proforma NSE100 universe amongst others (full list of criteria is given below). New-age economy stocks with >100x P/E ratio poised to enter the NIFTY50 index: Info edge will be the first pure play internet platform company to be included in the NIFTY50 index as and when it qualifies. -
Market Outlook
November 4, 2019 Derivatives Thematic Report – • PRODUCT 1 Stocks likely to be included in F&O… • PRODUCT 2 Retail Equity Research Equity Retail – Research Analysts Dipesh Dedhia Amit Gupta Securities ICICI [email protected] [email protected] Raj Deepak Singh Nandish Patel [email protected] [email protected] Eligibility criteria of stocks for inclusion in F&O segment The eligibility of a stock for inclusion in the derivatives segment is based on the criteria laid down by Sebi through various circulars issued from time to time. Based on Sebi guidelines, the following criteria has been adopted by the exchange for selecting stocks on which futures & options (F&O) contracts would be introduced. Futures & options contracts may be introduced on new securities, which meet the below mentioned eligibility criteria, subject to approval by Sebi. Thematic Report Thematic 1) The stock shall be chosen from among the top 500 stocks in terms of average daily market capitalisation and average daily traded value in the previous six months on a rolling basis 2) The stock's median quarter-sigma order size over the last six months shall not be less than | 25 lakh. For this purpose, a stock's quarter-sigma order size shall mean the order size (in value terms) required to cause a change in the stock price equal to one-quarter of a standard deviation 3) The market wide position limit in the stock shall not be less than | 500 crore on a rolling basis. The market wide position limit (number of shares) shall be valued taking the closing price of stocks in the underlying cash market on the date of expiry of contract in the month. -
Lessons of Korea's Financial Sector Policies
ADB INSTITUTE RESEARCH PAPER 47 Financial Repression, Liberalization, Crisis and Restructuring: Lessons of Korea’s Financial Sector Policies Yoon Je Cho November 2002 In the last 50 years, Korea’s financial sector has gone through heavy repression, rapid liberalization, deep crises and finally massive restructurings. However, there is no optimum financial sector policy to be applied at all times and system inertia often prevents the timely adjustment of policy to changed circumstances. Although no agreed international best practice has yet been found to guide successful and rapid economic expansion, financial sector reform should always be tuned to progress in the real sector and the capabilities of financial market infrastructure. adbi.org ADB Institute Research Paper Series No. 47 November 2002 Financial Repression, Liberalization, Crisis and Restructuring: Lessons of Korea’s Financial Sector Policies Yoon Je Cho I ADB INSTITUTE RESEARCH PAPER 47 ABOUT THE AUTHOR Yoon Je Cho is a Professor of Economics at the Graduate School of International Studies, Sogang University, Korea. He received his Ph.D. in economics from Stanford University and was the Vice President of the Korea Institute of Public Finance. Prof. Cho has also served for two terms as a senior counsellor to the Deputy Prime Minister and Minister of Finance and Economy of Korea. Additional copies of the paper are available free from the Asian Development Bank Institute, 8th Floor, Kasumigaseki Building, 3-2-5 Kasumigaseki, Chiyoda-ku, Tokyo 100-6008, Japan. Attention: Publications. Also online at www.adbi.org Copyright © 2002 Asian Development Bank Institute. All rights reserved. Produced by ADBI Publishing. The Research Paper Series primarily disseminates selected work in progress to facilitate an exchange of ideas within the Institute’s constituencies and the wider academic and policy communities. -
The Mineral Industry of Taiwan in 2004
THE MINERAL INDUSTRY OF TAIWAN By Pui-Kwan Tse Taiwan is an island that is located south of Japan and east encourage Taiwanese businesses to stay in Taiwan and would of mainland China in the Pacific Ocean. In 2004, Taiwan’s attract foreign businesses to set up global logistics centers in economy grew by 5.7%, which was the largest increase since Taiwan. Developing service industries such as entertainment, 2000. After reaching a peak of 7.9% in the second quarter, environmental protection, medicine and healthcare, and tourism the economy slowed to 3.3% in the fourth quarter because of and sports recreation would enhance the quality of life in higher global oil prices and the deceleration of export growth Taiwan. The CEPD projected that the service sector would during the second half of the year. The economic growth was grow 6.1% per year through 2008 and that the percentage of the generated by private consumption and investment. Private GDP generated by the service sector would increase to 67% in consumption increased by 3.1% and private investment rose by 2008 from 63.5% in 2003 (Taiwan Headlines, 2004b§; 2005d§). 28.2% compared with that of the previous year. The recovery The Taiwan authorities carried out the second phase of of the information and communication technologies industry Taiwan’s financial reform program in 2004. The number of was the main reason for the increased business investment. In state-owned banks (banks in which the government held 30% 2004, Government fixed investment decreased by 4.2% because or more interest) would be reduced to 6 from 12 at yearend of higher prices on construction materials and because some 2005. -
Financial Statements of the Compau:, for the Year Ended March 3 I
adani Renewables August 04, 2021 BSE Limited National Stock Exchange of India Limited P J Towers, Exchange plaza, Dalal Street, Bandra-Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400051 Scrip Code: 541450 Scrip Code: ADANIGREEN Dear Sir, Sub: Outcome of Board Meeting held on August 04, 2021 With reference to above, we hereby submit / inform that: 1. The Board of Directors (“the Board”) at its meeting held on August 04, 2021, commenced at 12.00 noon and concluded at 1.20 p.m., has approved and taken on record the Unaudited Financial Results (Standalone and Consolidated) of the Company for the Quarter ended June 30, 2021. 2. The Unaudited Financial Results (Standalone and Consolidated) of the Company for the Quarter ended June 30, 2021 prepared in terms of Regulation 33 of the SEBI (Listing Obligations and Disclosures Requirements) Regulations, 2015 together with the Limited Review Report of the Statutory Auditors are enclosed herewith. The results are also being uploaded on the Company’s website at www.adanigreenenergy.com. The presentation on operational & financial highlights for the quarter ended June 30, 2021 is enclosed herewith and also being uploaded on our website. 3. Press Release dated August 04, 2021 on the Unaudited Financial Results of the Company for the Quarter ended June 30, 2021 is enclosed herewith. Adani Green Energy Limited Tel +91 79 2555 5555 “Adani Corporate House”, Shantigram, Fax +91 79 2555 5500 Nr. Vaishno Devi Circle, S G Highway, [email protected] Khodiyar, www.adanigreenenergy.com Ahmedabad – 382 421 Gujarat, India CIN: L40106GJ2015PLC082007 Registered Office: “Adani Corporate House”, Shantigram, Nr. -
U World Bank Discussion Papers
Public Disclosure Authorized UWorld Bank DiscussionPapers Public Disclosure Authorized Credit Policies and the Industrialization of Korea Public Disclosure Authorized YoonJe Cho Joon-Kyung Kim Public Disclosure Authorized Recent World Bank Discussion Papers 1 N L' 2 1$ ( :1.'.*;.rifi au. te111,c,gt k p 1 IiatjC A iJ.luauritt,) Pa reiw :17a,.'entual IPirplctliver .irid I rnij'iu.dl l:'de t.e. KlamsuXV I )CIItiger Nt i. 2 I' I )cvelopruirnvof' Rgirj I,,.nai.a 1 .la ukrt,, irn S,.I,-Sa,ira,n Sah.upathwThil lirajah Nto. 224) '17li .A .litimre 'I iaPs, popOt 1i Ha. J. I'eLers Na I221 l'.l lia.r.l 1Fiu,uucr7iic Iixl'ertretr .4 l'oniat j.m. Tle Jap.inesc D)evelopimentBlank .indITlih J.ql.anEcnninntntc IResearch IiStEtute N.a 222 .1 a, ', r,'uimnnL .I tFclairrct al C lana:Plrn. cilint. ol.a Confim r--ineh liarD, .June 1993. Edited 1v Petcr Harrold. E. C. 1-twa.Jnidt Lou jtiet No'.223 1lie DrioloitentVY o0rIa 11,1 1nate .Soat,' an .1 Sall luior,OinMil 'lan.nsi:on:Ile Caw .in'.ionloli.3 Hotiaiijti Hahn; N i 224 ii;,,vgJ uIaEtirzrontpracn:l Stlral qj-,t, .',ita. CLarter lBrandoa andcilUi iesi; RtatJIaiakuctv Ntia22i E"orties.Irollpc"a.sad OIthir .Alythit abmout*hade: 110oii to. rorf Alerahandeiise pIportsin thir lt ,and()ilaer Mlalor IFdltrriltYlliu1n1,'tnu1. ;.n 1d lita '17W)'.Aleanj ilr evrhlo'pmnCuileutr,ij-).]ean alna etli Nit 226 .\ Olk.l.i Fr1l,8liartI: EdicatilollOII dtritg Ei,c'noniac lianist1o11. Kin Bling Wu NO. 227 Cjtaut' U'ilitna I.aidn bMarkerS;.rsn,.ri of the Iauild Socali,r lExpennmiert.Alain lBertaudi anid Bertrand Relnaud No. -
Adani Gas Limited Annual Report
Adani Gas Limited Annual Report Is Amadeus sipunculid when Andrus tenderises pre-eminently? When Swen provoked his penny-stone unrealised not flatways enough, is Torrey forte? Lockwood copes her archways libidinously, comprehensible and gasteropod. Comnaly uses an asset, gas adani power The map did not dictate how the number of domestic PNG connections was to be calculated. Proposal for Indian Oil-Adani Gas Ltd Pvt for permission for. Adalg Fosldargol gs rfc CQR, sssraglabglgry ald aommslgry osrpcaaf apm od Adalg Gposn. Business Combinations between entities under common control is accounted for at carrying value. Company expects to be entitled in exchange for those goods or services. Apart from automobiles and commissioner of! Bid Document including instructions, terms and conditions and regulations of the Board. Australian Chamber of Commerce to introduce IIG. Walayar to Vadakkanchery section from Km. Together, we will stay resilient and hopeful in these testing times. This decision was taken after hearing the bidders on whether their bids were reasonable or not. However, future events or conditions may cause the Group and its associate and joint ventures to cease to continue as a going concern. Moreover, with favourable government policies and reforms, the per capita consumption of natural gas is expected to also rise. Group has been able to bring strategic global equity partners in Adani Gas, Adani Green Energy Ltd and Adani Mumbai Electricity Ltd. The report contains, adani gas limited annual report for practical reasons, ufgaf pcosgpcs aolrpgbsrgols ro provide basic data to help our health and helps you with limited is successfully verified. If you are any other highly stressed group, then it is difficult for you. -
Industrial Bank of Korea
Industrial Bank of Korea (024110 KS ) More exposed to low interest rates than peers due to lack of portfolio diversification Banks 4Q19 preview: Above-consensus net profit of W339.3bn Company Report For 4Q19, we project Industrial Bank of Korea (IBK) to post consolidated net profit of February 4, 2020 W339.3bn (+12.3% YoY, -10.9% QoQ), which is 2.5-6.2% above the recently lowered consensus (W319.3bn based on Bloomberg; W330.9bn based on FnGuide). Other than seasonal factors, we do not believe there were any major one-off items. We believe total loans grew 0.8% QoQ (+6.8% YTD), with SME loans likely growing 0.9% (Maintain) Buy QoQ (+7.3% YTD). We estimate net interest margin (NIM) slipped 6bps QoQ to 1.75%, hurt by the sharp decline in market interest rates and ultra-low-rate loan programs for Target Price (12M, W) ▼▼▼ 14,000 self-employed borrowers. We expect net interest income of W1.42tr (-1.9% YoY, -1.8% QoQ) and net commission income of W113.1bn (-4.0% YoY, +0.2% QoQ). Share Price (01/31/20, W) 10,750 For 2020, we forecast loan growth of 6.3% and NIM of 1.74% (-10bps YoY). We expect net interest income to remain flat YoY amid an increase in SG&A and provisioning Expected Return 30% expenses, leading to a 5.0% YoY fall in net profit (to W1.62tr). We believe IBK is more exposed to the current ultra-low interest rate environment NP (19F, Wbn) 1,700 than its peers, which have more diversified portfolios and are able to defend their Consensus NP (19F, Wbn) 1,681 group-level earnings through the strengths of their non-banking sub sidiaries (solid fundamentals, ownership expansion, M&As, overseas expansion, etc.). -
Taiwan's Top 50 Corporates
Title Page 1 TAIWAN RATINGS CORP. | TAIWAN'S TOP 50 CORPORATES We provide: A variety of Chinese and English rating credit Our address: https://rrs.taiwanratings.com.tw rating information. Real-time credit rating news. Credit rating results and credit reports on rated corporations and financial institutions. Commentaries and house views on various industrial sectors. Rating definitions and criteria. Rating performance and default information. S&P commentaries on the Greater China region. Multi-media broadcast services. Topics and content from Investor outreach meetings. RRS contains comprehensive research and analysis on both local and international corporations as well as the markets in which they operate. The site has significant reference value for market practitioners and academic institutions who wish to have an insight on the default probability of Taiwanese corporations. (as of June 30, 2015) Chinese English Rating News 3,440 3,406 Rating Reports 2,006 2,145 TRC Local Analysis 462 458 S&P Greater China Region Analysis 76 77 Contact Us Iris Chu; (886) 2 8722-5870; [email protected] TAIWAN RATINGS CORP. | TAIWAN'S TOP 50 CORPORATESJenny Wu (886) 2 872-5873; [email protected] We warmly welcome you to our latest study of Taiwan's top 50 corporates, covering the island's largest corporations by revenue in 2014. Our survey of Taiwan's top corporates includes an assessment of the 14 industry sectors in which these companies operate, to inform our views on which sectors are most vulnerable to the current global (especially for China) economic environment, as well as the rising strength of China's domestic supply chain. -
D-Mart's Radhakishan Damani Buys 8.8-Acre Mixed Use Plot from CCI for Rs 500 Cr - the Economic Times
1/2/2020 D-Mart's Radhakishan Damani buys 8.8-acre mixed use plot from CCI for Rs 500 cr - The Economic Times SECTIONS ET APPS ENGLISH E-PAPER ET PRIME CLAIM YOUR TIMESPOINTS FOLLOW US SIGN-IN Property / C'struction LATEST NEWS Have proposed rules to centre for CAA, says Sarbananda Sonowal Home Industry Auto Banking/Finance Cons. Products Energy Ind'l Goods/Svs Healthcare/Biotech Services More Advertising Consultancy / Audit Education Hotels / Restaurants Property / C'struction Retail Travel Business News › Industry › Services › Property / C'struction › D-Mart's Radhakishan Damani buys 8.8-acre mixed use plot from CCI for Rs 500 cr Search for News, Stock Quotes & NAV's Benchmarks NSE Loser-Large Cap Stock Analysis, IPO, Mutual Funds, Bonds & More Sensex LIVE Eicher Motors 41,524.54 218.52 21,640.00 -435.80 Market Watch D-Mart's Radhakishan Damani buys 8.8-acre mixed use plot from CCI for Rs 500 cr The land is part of 22 acres owned by Cable Corporation of India, which had mortgaged the entire plot to Indiabulls Housing Finance for a residential-led mixed-use project. The funds remaining after payment to Indiabulls Housing Finance will be used to complete the proposed project, sources said. By Kailash Babar, ET Bureau | Jan 01, 2020, 08.34 AM IST Save 0 Comments Agencies MUMBAI: D-Mart founder Radhakishan Damani has bought an 8.8-acre parcel close to Sanjay Gandhi National Park from CCI Related Most Read Most Shared Projects for over Rs 500 crore, two people Radhakishan Damani picks stake in this smallcap aware of the development said.