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CORE VALUE

Core Value

Core Value looks for healthy but underappreciated businesses or evidence-led fundamental repair. A low multiple is only the starting point; cash flow, capital returns and repair evidence must align.

QUALITY VALUE · FOCUSED RESEARCHCORE VALUEACIS RESEARCH
QUALITY VALUE · FOCUSED RESEARCH

Standard Chartered | Quality and Re-rating

Track ROE, capital strength, buybacks, dividends and Asian franchise quality to test whether operating evidence supports re-rating.

Free cash flowCapital returnsMargin of safetyRepair catalyst
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TRACKING LIST

Other tracked references

Compact list view; pinned core research remains above regardless of date.

  1. 01CORE VALUE

    AIA | Asian Insurance Quality Value

    Track VONB, ROEV, free surplus and capital returns.

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  2. 02CORE VALUE

    MFC | Cash Flow and Re-rating

    Track capital returns, dividends, operating resilience and valuation normalization.

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  3. 03VALUE WATCH

    MDT | Medical-device Recovery

    Track growth recovery, margins and free cash flow as support for re-rating.

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