Shinhan Financial: Eyes On Shareholder Returns And ROE Target

Core Insights - The article emphasizes the focus on value investing in Asia, particularly targeting stocks with significant discrepancies between market price and intrinsic value, including deep value balance sheet bargains and wide moat stocks [1][2]. Group 1: Investment Strategy - The investment strategy involves identifying deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) ratio stocks, as well as wide moat stocks that represent high-quality businesses [1][2]. - The service provides monthly updates and watch lists for value investors, particularly in the Hong Kong market [2]. Group 2: Financial Metrics - The total payout ratio for the recent fiscal year exceeded 50%, with expectations for this ratio to increase in 2026 [1].