MM has focused on the Korean equity market through 2021 primarily because the chart pattern has been clear in our opinion and there’s still no change, we are looking for a fresh high in coming weeks before the index is likely to correct its ~130% advance over the last 14-months.
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CSL Ltd (CSL) Blended PE Valuation – Source Bloomberg
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Buy Hold Sell: The best and worst performers of FY25
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Tuesday 8th July – Dow down -422pts, SPI off -47pts
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MM still believes new highs in Korea should be faded
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CSL Ltd (CSL) Blended PE Valuation – Source Bloomberg

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Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings

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Tuesday 8th July – Dow down -422pts, SPI off -47pts
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