SHG: Why This Korean Bank Looks Cheap (Despite All the Scandals) скачать в хорошем качестве

SHG: Why This Korean Bank Looks Cheap (Despite All the Scandals)

In this Weekend Watchlist episode, Cameron Reilly from  @QAVValueInvesting breaks down one of South Korea’s largest banks, scandals, politics, cheap valuation and all, using the proven QAV (Quality at Value) stock market investing system created by Tony Kynaston. We learn to understand stock investing by examining real companies and their stories. This video aims to help you discover how to screen for value, providing insights for stock market for beginners without offering direct buy recommendations. QAV is a checklist driven, Buffett inspired methodology designed to help everyday investors find undervalued companies with strong cash flow, solid fundamentals, and long-term potential. SHG is a fascinating case study: a dominant bank trading at a price to book of ~0.85, a price to operating cash flow of ~3.26, and a QAV score of 0.24: unusually cheap for a major financial institution. We cover: • South Korea’s political and corporate backdrop • Why Korean banks often trade at deep discounts • SHG’s scandals and the “Value Up” reforms • Key valuation metrics and QAV scoring • ADR risks, currency exposure, and dividends • Why Tony still likes SHG despite the noise. Not investment advice — just transparent, beginner friendly stock analysis using real companies and real stories. ‪@QAVValueInvesting‬ 👉 Start your QAV journey at https://www.qavamerica.com Use code SFBUS for 20% off all plans + a 14 day free trial. Learn the system, get weekly buy lists, and invest with confidence. Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. 👊 For sponsorships, brand deals, and collabs → https://www.sharesforbeginners.com/co... Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. ⏱️ Chapters 00:00 – Intro: Real companies, real stories 00:22 – Cam Reilly joins the show 00:55 – South Korea’s political backdrop 03:00 – Why this matters for investors 03:30 – Shinhan Financial Group: origins 04:40 – Korea’s banking oligopoly 05:30 – Overseas expansion and profits 06:00 – Recent scandals and fines 07:30 – Management quality and QAV view 08:50 – Tony’s take on SHG 09:20 – Inheritance tax and depressed valuations 10:00 – Korea’s “Value Up” reforms 11:00 – SHG’s share price doubling 11:30 – Price to book explained 12:00 – Value investing analogy 13:20 – Price to operating cash flow 14:10 – Comparing SHG to global banks 15:00 – Intrinsic value metrics 15:40 – QAV scoring 16:10 – ADR and currency risks 17:00 – Dividends and buybacks 18:30 – Portfolio construction 19:40 – QAV performance 20:20 – “Mass vs Gas” 22:00 – Wrapping up SHG 23:15 – QAV America promo 23:50 – Closing banter